Portfolio Management Service Manager

Switzerland - Zürich

Client advisory / Relationship management

Global Wealth Management

323809BR

Zürich

Full Time

As a Portfolio Management Solution Expert within the Global Custody Solutions area of Asset Serving, you will take on the exciting and demanding task of managing your own portfolio of external portfolio managers and their affiliated units.

In this role, you are responsible for the entire lifecycle of the portfolio managers within your port-folio and their mandates; from supporting the onboarding of new asset management mandates, through daily support for both operational and strategic issues, to offboarding during mandate closures or manager changes. Additionally, you are the single point of contact for the portfolio manager for all custody areas such as corporate actions, trade settlement, transaction reconcili-ation, FX trades, and much more.

You independently monitor the service level agreement and maintain close collaboration with your portfolio managers and internal stakeholders to provide optimal service, actively contribute to digitalization, and increase efficiency in the interest of all parties.

If your goal is to provide first-class service to our clients together with the portfolio managers, then you are exactly right with us.

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

The dynamic Global Custody Solutions team in Zurich is part of the Institutional Clients business area within the Swiss Bank division. We professionally support institutional clients with custody solutions to secure and manage their assets. Our Portfolio Management (PM) Desk is an inte-gral part of this service process and is responsible for the effective and efficient coordination of external portfolio managers.
Our well-coordinated team has many years of experience and brings profound know-how. While each team member has an individual background, we are united by the drive to provide our external portfolio managers with first-class support and to contribute to continuous im-provement; if you share this motivation with us, we look forward to meeting you!

As our future team member, you offer:
 A combination of solid operational experience within the banking sector along with initial ex-perience in managing institutional clients or portfolio managers
 A pronounced customer and service orientation
 A high level of commitment, initiative, and drive with a mentality geared towards independ-ence
 The ability to understand problems, identify solutions, and implement measures
 The profile of a communicative team player and the competence to bring people together to achieve a common goal
 The ability to communicate effortlessly in German and English at a professional level. Addi-tional French skills would be an advantage
 The drive to advocate for a culture of inclusion and the appreciation of diverse perspectives

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.

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. 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.

UBS Business Solutions SA
UBS Recruiting

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.