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Client Account Manager - Global Family and Institutional Wealth
at UBS
Mid LevelNo visa sponsorshipOther
Posted 4 hours ago
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**Client Account Manager - Global Family & Institutional Wealth at UBS** Serve as dedicated Client Account Manager, fostering long-term relationships with UHNW individuals and families. Key responsibilities include: delivering personalized wealth solutions, coordinating cross-divisional client teams, and driving client satisfaction andFiles growth. Required skills: proven private banking or wealth management experience, strong sales and relationship management acumen, deep understanding of fiduciary services, and fluency in English. Experience with CRM tools and proficiency in MS Office Suite essential.
| Are you someone who enjoys financial analysis and detecting potential risks in structured loan transactions? Do you like working in an environment where empowerment, challenge and excellence are highly valued? We are looking for someone like this to: - Be a Credit Analyst for Structured Collateralized Lending transactions: be involved alongside the Credit Officer in the underwriting, recommendations and the decision-making processes - Independently analyze credit risks and engage with the front office to ensure transactions are consistent with UBS's underwriting risk appetite - Show the ability to work autonomously through the extensive Due Diligence process, identifying key business drivers, specific risk issues, actively challenging during due diligence calls, and highlighting any information gaps to the business teams - Perform fundamental financial analysis for prospective collateralized transactions and corporate borrower's (covering financial, commercial, legal, tax, environmental & structuring) - Demonstrate full understanding of financial modelling, working on the production of Base and Downside cases ensuring that they reflect all key drivers and the due diligence findings - Contribute actively to a written credit memo for CRC Senior Management - Assign risk ratings and loss given default designation, prepare reporting deliverables to track limit utilization | Show more Credit Analyst - Structured Lending |
