Client Account Manager Wm Team Apac Switzerland 1
vor 2 Wochen
Switzerland - Zürich
- Business management, administration and support
- Global Wealth Management
**Job Reference #**
- 276441BR
**City**
- Zürich
**Job Type**
- Full Time, Part Time
**Your role**
- Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated clients? Are you curious, proactive and always striving to bring positive impact to clients?
- We’re looking for a client account manager to:
- manage daily business in 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
- research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
- support client advisors in delivering exceptional client service and experience (support in administrative, risk and legal and compliance related tasks and duties)
- support client advisors when they are on business trips and assist in preparing client meetings
- join client advisors occasionally in client meetings
**Your team**
- You’ll be working in the UHNW Hong Kong Intl. Team team in Zurich. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
**Your expertise**
- financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
- Banking and Finance degree or equivalent financial qualifications
- solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
- effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
- sound judgement and problem-solving skills with a proactive style that delivers timely results
- superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
- confident, motivated and able to adapt to a rapidly changing environment
- excellent skills in Chinese and English (oral and written)
**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
**How we hire**
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Contact Details**
- UBS Business Solutions AG
- 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.
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