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UBS est un groupe bancaire suisse actif dans la gestion de fortune, la gestion d’actifs et la banque d’investissement. Il propose également des services bancaires aux particuliers et aux entreprises en Suisse.

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Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline? Please note that this pipeline is for our future recruitment needs, not the offer for an immediate employment. We’re regularly looking for a Client Account Manager, Wealth Management 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 point of 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 APAC Switzerland team in Zurich. As a 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. Please be informed that we might reach out to you on a later stage, once there is a potential opportunity in the respective teams.
  • previous Financial Services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry;
  • fluency in English and at least one of the following languages: Mandarin, Cantonese or Japanese;
  • 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. 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 ubs.com/careers .

Prérequis

  • Financial Services experience
  • attention to detail
  • team player
  • discretion
  • tactfulness
  • adaptability to changing demands