Client Account Manager CST Dubai
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Key skills for this role
About the Role
UBS seeks a Client Account Manager for its Dubai Advisory Office to manage daily client servicing, process orders, perform account maintenance, and support client advisors. Requires wealth management experience, banking qualifications, and fluency in English and Arabic.
Key Skills for This Role
Responsibilities
- Manage daily business in client servicing and provide high quality service with focus on integration
- Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- 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
- Support client advisors in delivering exceptional client services and with administrative legal and compliance related tasks
- Mitigate risks and raise red flags and concerns
Requirements
- Wealth management experience, ideally within a client facing team or other relevant commercial experience within financial services
- Banking apprenticeship or equivalent financial qualifications
- Knowledge of DIFC regulations
- Effective relationship management skills
- Interest in financial markets
- Excellent skills in English and Arabic
Full Job Posting
Your role
- Manage daily business in client servicing and provide high quality service with focus on integration
- Be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
- 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 services and with administrative legal and compliance related tasks and duties
- Mitigate risks and raise red flags and concerns
Your expertise
- Wealth management experience, ideally within a client facing team or other relevant commercial experience within the financial services industry ideally with exposure to the NRI market, previously CAM experience will be an added advantage
- Banking apprenticeship or equivalent financial qualifications, combined ideally with knowledge of DIFC regulations
- Effective relationship management skills, able to show situational awareness and initiative to self challenge and/or challenge others
- Interest in financial markets and in dealing with institutional like clients
- Sound judgement and problem solving skills with a proactive style that delivers timely results
- Confident, motivated and able to adapt to a rapidly changing environment
- Excellent skills in English and Arabic
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.
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