at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Client Account Manager - Global Family & Institutional Wealth** Manage high-net-worth client relationships within our global wealth management firm. Key responsibilities include: driving sales supervision, compliance, and risk management initiatives; reviewing and enhancing supervision processes; supporting branch reviews and internal audits; partnering with Compliance and escalating critical issues. Required: 5+ years' experience in wealth management or relevant field, strong risk assessment skills, proficiency in CRM platforms (e.g., Salesforce), and ability to thrive in a dynamic, multinational environment.
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Full Job Description
| Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Supervisory Officer who can: help drive initiatives related to sales supervision, compliance and business risk, including implementation and education review various supervision processes support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans for those with failed audits partner with Compliance, including providing input to policy and supporting communication of policies serve as a point of contact for issues that cannot be resolved, and escalate issues as required | Show more Supervisory Officer |
