Job offer

Client Account Manager WM

Here's a brief summary of the job: The Client Account Manager Wealth Management (WM) position at UBS in Zurich involves supporting relationship managers in servicing high net worth clients, managing day-to-day trades and processing client orders. The candidate should have experience in financial services, high attention to detail and excellent communication skills.

Job description

Your role

We are looking for a Client Account Manager Wealth Management (WM) who:

  • Support our client advisors in delivering an exceptional customer service and experience
  • supports our client advisors with administrative, risk-related, legal and compliance-related tasks and duties
  • Manages the day-to-day business of servicing High Net Worth (HNW) customers and provides a high quality service
  • acts as the contact person for processing customer orders, e.g. for share orders, foreign exchange transactions, loans and deposits
  • acts as a direct contact for daily banking activities and administrative work for our clients

Your expertise

  • Experience in the financial services sector, ideally
  • Unwavering attention to detail, even under pressure
  • Team player who remains calm while
  • works with absolute discretion and tact
  • Fluency in English and Mandarin is required

We offer

At UBS, we offer flexible working options when the role allows. We offer various working arrangements such as part-time, job-sharing and hybrid (office and home) working.

Our purpose-driven culture and global infrastructure help us to connect, collaborate and work with agility to meet all our business needs.

From gaining new experience in different roles to acquiring new knowledge and skills, we know that great work is never done alone.

We know that it is our people, with their unique backgrounds, skills, experience levels and interests, that drive our continued success.

Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Job details

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