Amy Keast Email & Phone Number

Leeds, Leeds, United Kingdom

United Kingdom

Remote

As the manager of a team of fifteen Regional Client Account Managers (CAMs), I am responsible for ensuring that there is sufficient day-to-day coverage across offices, setting job-specific objectives, and managing feedback. I lead the CAM team, including supervision and coordination of core tasks, organising regular team meetings, individual meetings, and career development sessions.I act as the interface between key internal stakeholders, external clients and further business partners to ensure a smooth exchange of information and strong collaboration. With a focus on encouraging cross-office and cross-segment collaboration, I am committed to improving service quality and diversity of the team by selecting, introducing, integrating, coaching, and developing new and existing CAMs. I enhance service quality and diversity, while fostering cross-office and cross-segment collaboration, with key focuses on risk management, improving efficiency and implementing core growth strategy for the UBS UK HNW Business.

Manchester, Birmingham And South-West

Team Lead Responsibilities:- Direct line management of six Client Account Managers, across three different regional office locations- Remote and in person management of teams- Stabilisation of regional locations, addressing and transforming issues with staff performance and personnel changes- Delivery of specialist training on all technical elements of Client Account Manager role- Engaging in project work, improving internal operational processesClient Account Manager Responsibilities – - Indirect support of a team of eleven Investment Managers, from Associate Directors to Executive Directors across three different regional locations- Direct support lead for Director level Investment Manager for the South, South-West, and Wales region- Delivering specialised private banking administrative account services to high-net-worth clients- Specialist support in advisory, discretionary, execution only investments, alongside lending solution administration, alternative investment processing (hedge funds and private equity) and foreign exchange trading- Experience handling complex client relationships, with offshore and corporate structures, including the ongoing management of AEI and FATCA status, and LEI registration- Gathering, analysing, and providing client investment information to the client directly and Investment Managers, including performance reporting- Actioning incoming client queries, via all channels, in person and digital channels, with ownership of annual review process, including regulatory reporting requirements and fee charging- Attending in person client, prospect, and professional third-party meetings- Detailed KYC/AML framework implementation for all client types

Midlands - Birmingham And South West

South, South West And Wales, United Kingdom

Leeds, United Kingdom

Leeds, United Kingdom

Leeds, West Yorkshire, United Kingdom

West Yorkshire