Client Account Manager APAC

Your role

Are you curious, proactive and always striving to bring positive impact to clients?

We’re looking for a WM Client Account Manager to:

• support client advisors in delivering exceptional client service and experience
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• manage daily business in WM HNW/UHNW client servicing and provide high quality service
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• support client advisors when they are on business trips and assist in preparing client meetings

Full Time

337683

Zürich

The role will be with the APAC Switzerland team in Zurich. We provide advice-based solutions to deliver products and services designed to address the needs of ultra-high net worth and high-net worth individuals and families. We’ve successfully built the number one wealth management franchise in the world. You’ll work with the best talent in the industry, as we help manage, preserve and grow the wealth of our clients.

• 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
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• fluency in English and Mandarin is a must

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.