Switzerland Job Openings

UBS

Talent Pipeline for Client Account Manager WM APAC Switzerland Team

Zürich

FULL TIME & PART TIME

August 21, 2024

Switzerland - Zürich

Business management, administration and support

Global Wealth Management

Job Reference #

302245BR

City

Zürich

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 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
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 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 #team UBS and make an impact?

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.

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