We’re looking for someone 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
support client advisors in delivering exceptional client service and experience
support client advisors in administrative, risk and legal and compliance related tasks and duties
join client advisors occasionally in client meetings

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 the UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.

Your expertise

financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
ideally you hold a level 4 qualification
unyielding attention to detail, even when you are under pressure
team player that remains calm while managing conflicting priorities
works with absolute discretion, tactfulness and adaptability to changing demands
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
able to utilize tools and resources to service clients as efficiently as possible