Client Lifecycle Document

il y a 5 jours


Luxembourg UBS Luxembourg Temps plein

**Client Lifecycle Document & Data Management Team Leader**:
**Your role**

Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

We are looking for a someone to:

- Support client advisors in delivering exceptional client service and experience.
- Be a point-of-entry contact for clients with account queries, static data changes, managing client documents and client contracts.
- Assist with account opening, onboarding, due diligence, and monitoring activities.
- Be a point of entry for client advisor’s requests.
- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements.
- Meet challenges with a positive attitude and a can-do mentality.
- Leading a small team and helping them to reach their goals and meet their targets in terms of WM growth.

**Your team**

You’ll be working in the Client Support Organization Team in Luxembourg. As a client account manager, you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve, and grow the wealth of our clients, through strong partnership at every stage of their journey. We embrace positive attitude and a good supportive team spirit.

**Your expertise**
- Unyielding attention to detail, even when under pressure
- Team player that remains calm while managing conflicting priorities
- Works with absolute discretion and with the adaptability to changing demands.
- Good communication skills, negotiating abilities, self-motivation.
- Entrepreneurial thinking and action with adequate social competences.
- Fluent in English, every other language will be an added value.
- Ideally you already collected experience in leading a Team and/or smaller projects.

**About us**

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

**Join us**

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**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.


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