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

Your team

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.

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
• 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

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.