Client Account Manager
il y a 1 jour
France
- Business management, administratif et support
- Global Wealth Management
**IdDemandeAuto**
- 321472BR
**Ville**
- Lyon
**Type de poste**
- Temps plein
**La fonction**
- Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We’re looking for a client account manager 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
**Notre équipe**
- You’ll be working in the HNW team in Lyon. 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.
**Ce que nous souhaitons**
- 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
**A propos de nous**
- UBS est le leader mondial et seul gestionnaire de fortune qui soit vraiment actif sur l'ensemble de la planète. Nous opérons à travers quatre divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management et Investment Bank. Notre portée mondiale et l’étendue de notre expertise nous distinguent de nos concurrents.
Nous sommes présents dans tous les principaux centres financiers dans plus de 50 pays.
**Comment nous recrutons**
**Pourquoi nous choisir**
- Chez UBS, nous savons que ce sont nos collaborateurs, avec leurs compétences, leurs expériences et leurs parcours divers, qui sont à l'origine de notre succès continu. Nous sommes passionnés par le fait de donner la priorité à nos employés, en leur offrant de nouveaux défis, une équipe solidaire, des opportunités de développement et, lorsque cela est possible, des conditions de travail flexibles. Notre culture inclusive fait ressortir le meilleur de nos employés, où qu'ils en soient dans leur parcours professionnel. Nous savons également qu'un excellent travail n'est jamais réalisé seul. C'est pourquoi la collaboration est au cœur de tout ce que nous faisons. Car ensemble, nous sommes plus forts.
**Disclaimer / Policy statements**
- UBS offre à tous les mêmes opportunités professionnelles. Nous respectons ainsi la culture de chacun et favorisons le développement, les perspectives, les compétences ainsi que l'expérience de nos collaborateurs.
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