Job offer

Client Account Manager Wealth Management (WM)

UBS is seeking a Client Account Manager for its Wealth Management team in Zurich to support client advisors in delivering exceptional service and to handle administrative tasks. The ideal candidate will have experience in the financial services sector, attention to detail, and strong communication skills.

Your role

We are regularly looking for a Wealth Management (WM) Client Account Manager who:
  • Supports client advisors in delivering exceptional client services and experiences
  • Assists client advisors with administrative, risk, legal, and compliance-related tasks and responsibilities
  • manages day-to-day operations in the HNW Client Service division and delivers high-quality services
  • is the first point of contact for processing client orders, such as stock orders, foreign exchange, loans, and deposits
  • is the primary point of contact for our clients' day-to-day banking transactions and administrative tasks
  • Manages daily client transactions and handles inquiries and issues

Your expertise

  • Experience in the financial services industry, ideally
  • unwavering attention to detail, even
  • A team player who stays calm even in stressful situations
  • works with the utmost discretion and tact
  • Fluent in English and at least one other language

We offer

With us, you get:
  • a supportive team environment
  • Opportunities for growth
  • flexible working conditions, if possible
  • an inclusive culture that brings out the best in our employees
  • the opportunity to utilize artificial intelligence (AI) to work more efficiently

Job details

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