Description
Switzerland - Zürich
Business management, administration and support
Global Wealth Management
Your role
Are you curious, proactive and always striving to bring positive impact to clients?
We-re looking for a Client Account Manager WM to:
- support client advisors in delivering exceptional client service and experience
- assist client advisors with administrative, risk, legal, and compliance-related tasks and duties
- manage daily business in UHNW client servicing and provide high-quality service
- act as the point of entry for processing client orders, e.g., stock orders, foreign exchange, loans, and deposits
- serve as the direct contact for daily banking activities and administrative work for our clients
- manage daily client transactions and handle inquiries and troubleshooting
- perform account maintenance tasks and client-related processes, e.g., account opening and closing, suitability reviews, and initial and recurring KYC and due diligence
- support client advisors during business trips and assist in preparing client meetings
Job Reference \#
324836BR
City
Zürich
Job Type
Full Time
Your team
The potential future role will be with the Client Service Team (CST) UHNW APAC Switzerland team in Zurich.
As a Client Account Manager, you'll play an important role in delivering bespoke client services. Our combined efforts help manage, preserve, and grow the wealth of our clients through strong partnerships at every stage of their journey.
Diversity helps us grow, together. That-s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- financial services experience, ideally within a client-facing team or other relevant commercial experience within the financial services industry
- unyielding attention to detail, even when under pressure
- a team player who remains calm while managing conflicting priorities
- works with absolute discretion, tactfulness, and adaptability to changing demands
- fluency in English and Chinese is a must
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.