Client Account Manager

KEY RESPONSIBILITIES

• 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

THE 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 SKILLS AND EXPERIENCE

• 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
• you’re 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.

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 [https://www.ubs.com/careers].

HOW WE HIRE

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

process. Learn more

[https://www.ubs.com/global/en/careers/experienced-professionals.html#toplevelgrid_copy_co_1598528519_1605011218248]

SALARY INFORMATION

• The indicative gross base salary range as a full-time equivalent role:
• Canada - Ontario min CAD 60000 - max CAD 85000 /annum

• 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
• [https://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. [https://www.ubs.com/global/en/careers/search-jobs/support.html]

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 sh-hr-asc-ame@ubs.com or
• phone +1 855-827-6947, option 2, option 5, option 1.