Job offer
Client Account Manager Wealth Management (WM)
The position as Client Account Manager Wealth Management (WM) at UBS involves supporting client advisors in serving high-net-worth individuals (HNWIs) and managing day-to-day business. The future workplace may be in Zurich or Geneva.
Job description
Your role
We are seeking a Client Account Manager Wealth Management (WM) to support our client advisors in delivering exceptional customer service and experience.
Tasks
- Supporting customer advisors in delivering exceptional customer service and experience
- Supporting customer advisors with administrative, risk, legal, and compliance tasks and duties
- Managing day-to-day business in serving HNWI clients and providing high-quality service
- Point of contact for processing customer orders, e.g., stock orders, foreign exchange, loans, and deposits
- Direct contact for daily banking activities and administrative work for our clients
Your expertise
- Experience in the financial services sector, ideally in a customer-focused team, or other relevant commercial experience in the financial services sector
- Unwavering attention to detail, even in times of change
- Team player who stays calm
- Works with absolute discretion and tact
- Fluency in English and Mandarin is an advantage.
- Fluency in German and Cantonese is an advantage.
We offer
- New challenges
- A supportive team
- Opportunities for growth
- Flexible working options, if possible
- An inclusive culture that brings out the best in our employees
Job details
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