Client Account Manager WM CST APAC Switzerland, Team Taiwan

UBS | Zürich, ZH | CH

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Business management, administration and support. Support client advisors in delivering exceptional client service and experience....

Hamster Kombat
Switzerland - Zürich Business management, administration and support Global Wealth Management

Job Reference #




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:

  • 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 meetings

Your team

You’ll be working in the North Asia team in Zurich. As client account manager youll 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 as well as Cantonese and/or Mandarin is a must

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

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 its 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 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.

Information :

  • Company : UBS
  • Position : Client Account Manager WM CST APAC Switzerland, Team Taiwan
  • Location : Zürich, ZH
  • Country : CH

How to Submit an Application:

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Post Date : 23-04-2024