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Client Account Manager
UBS —Toronto, ON
- $70,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Financial services

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Client Account Manager
UBS —Toronto, ON
Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits. UBS Canada will reasonably accommodate applicants…
$70,000–$100,000 a year

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Client Account Manager

UBS
Toronto, ON

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Job details

Full-time

Skills

Finance
Bachelor's
Financial services
Chartered Financial Analyst

Full job description

Canada - Ontario

Business management, administration and support

Global Wealth Management

Job Reference #

336403BR

City

Toronto

Job Type

Full Time

Your role

Are you looking for a new challenge in a fast paced Wealth Management environment? Do you want to be part of a high performing team?

We’re looking for a Client Account Manager to:

be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
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
identify cross-selling opportunities and discuss them with the client advisor
support client advisors in preparing for meetings and occasionally join client meetings

Your team

You’ll be working in the Toronto team. 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. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

financial services experience 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
sound judgement and problem-solving skills with a proactive style that delivers timely results
solid written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
completed CIM or CFA 1 designation is preferred

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

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

Salary information

The indicative gross base salary range as a full-time equivalent role:

Canada - Ontario min CAD 70000 - max CAD 100000 (annual)

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [email protected] or phone +1 855-827-6947, option 2, option 5, option 1.

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