Wealth Management Support, Key Clients - European Desk

UBS is an Equal Opportunity Employer.Summary:To support Client Advisors in business retention/acquisition efforts in the European market. Provide administrative support to Client Advisors. Duties/responsibilities:- Expand the business with clients of the Key Client team- Generate/increase revenue and assets from existing clients through development of client relationships, reviews, trading and product promotion.- Understand the unique personal and financial situation of key high-net-worth individuals providing clients with access to bank specialists in areas such as asset management, financial planning, wealth management and corporate finance.- Follow processes, guidelines and best practices according to legal and compliance requirements and sales efficiency standards. Comply with Bank's risk management and control principles, credit and risk policies.Day-to-day administration and responsibilities:- Account administration (overdraft, trade execution, wire transfers, trouble shooting)- Account documentation and compliance matters- Draft client correspondence- Team calendar- Special client initiatives, including event administration- Database upkeep and maintenance- Phone coverage- Analytics (Excel usage and coordination with ICBD)We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
REQUIREMENTS
Basic Qualifications: 3 years experience in client servicing for high net worth individuals in Private Banking or brokerage sales environment.
NASD Series 7, 63 licence (or to be obtained as development plan)
Knowledge of financial industry, of markets, trends, developments, products, private banking
Proven client relationship and problem solving experience; global experience a plus
Experience in customer service environment or direct sales a plus
Technical (proficiency in internal systems, Bloomberg, proficient in MS Office)
Business savvy in managing relationships across organization
Excellent verbal and written communication skills
Excellent organizational skills
Ability to interface with all levels across the organzation
Fluency in German, French or Italian a plus
BA/BS preferred