Client Account Manager WM Israel AO

Israel

Business management, administration and support

Global Wealth Management

Job Reference #

319187BR

City

Herzliya Pituach

Job Type

Full Time

Your role

Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team?

We are looking for someone like that to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will be part of Israel AO team as Client Account Manager you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• financial services experience, ideally within a client facing team
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• fluent in English

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.