Talent Pipeline for Client Account Manager WM APAC Switzerland Team

Vor 3 Tagen

Zürich, Zürich, Schweiz UBS Vollzeit

Job Reference #
302245BR

Job Type
Full Time, Part Time

Your role
Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline?

We're regularly looking for a Client Account Manager WM 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 HNW 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 meeting

Your team
The potential future role will be with the Client Service Team (CST) HNW APAC Switzerland team in Zurich.

As client account manager you'll play an important role in our delivery of bespoke client services. 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
  • 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
  • German and Cantonese is a plus

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

How We Hire
We may request you to complete one or more assessments during the application process. Learn more

Also please be advised that for this role we will not be able to support you with a Swiss Work Permit application.

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.

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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