Switzerland - Zürich

Business management, administration and support

Global Wealth Management

302245BR

Zürich

Full Time, Part Time

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

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.

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.

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.

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?

UBS Business Solutions SA
UBS Recruiting

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.