Client Account Manager

Your role

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a “can do” mentality and want to be part of our growth story and create impact?

Responsibilities

• Manage daily business in client servicing and provide high quality service
• Be the direct contact for daily banking activities and administrative work for our clients
• Manage daily client transactions and carry out inquiries and troubleshooting
• Perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• Support client advisors in delivering exceptional client service and experience
• Support client advisors in administrative, risk, legal and compliance related tasks and duties

Job details

Job Type: Temps plein

Job Reference #: BR

City: Paris

Your team: You’ll be working in the UHNW France Domestic team in Paris. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with client advisors.

Qualifications

• Financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
• (Bachelor’s) degree or equivalent financial qualifications
• Solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
• Effective relationship management skills, able to show situational awareness and initiative to self‑challenge and/or challenge others
• Curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Equal Opportunity Statement

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.