Job Reference #
309254BR
City
Zürich
Job Type
Full Time, Part Time
Your role
1. Support client advisors in delivering exceptional client service and experience.
2. Assist client advisors in administrative, risk, and legal compliance-related tasks and duties.
3. Manage daily business in HNW client servicing and provide high-quality service.
4. Act as the point of entry for processing client orders, e.g., stock orders, foreign exchange, loans, and deposits.
5. Serve as the direct contact for daily banking activities and administrative work for our clients.
6. Manage daily client transactions and carry out inquiries and troubleshooting.
7. Perform account maintenance tasks and client-related processes, e.g., account opening and closing, suitability reviews, initial and recurring KYC, and due diligence.
8. Support client advisors during business trips and assist in preparing client meetings.
Your team
You’ll be working in the Client Service Team (CST) HNW China 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
1. Financial services experience, ideally within a client-facing team or other relevant commercial experience within the financial services industry.
2. Unyielding attention to detail, even when under pressure.
3. A team player that remains calm while managing conflicting priorities.
4. Works with absolute discretion, tactfulness, and adaptability to changing demands.
5. Fluency in English & Chinese 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.
How we hire
We may request you to complete one or more assessments during the application process.
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.
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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