Job offer
Client Account Manager WM
The Client Account Manager WM position at UBS in Zurich involves supporting relationship managers in servicing ultra-high-net-worth (UHNW) clients and managing day-to-day business and transactions. The focus is on providing high quality service and ensuring exceptional service to clients.
Job description
Your role
- Supporting account managers in delivering exceptional customer service and experience
- Supporting client advisors with administrative, risk-related, legal and compliance tasks and obligations
- Manage the day-to-day business of servicing ultra-high-net-worth (UHNW) customers and providing high quality service
- Contact point for processing customer orders, e.g. share orders, foreign exchange, loans and deposits
- Direct contact for daily banking activities and administrative work for our clients
- Managing daily transactions and carrying out investigations and troubleshooting
- Execution of account maintenance tasks and customer-related processes, e.g. account opening and closing, suitability checks, initial and recurring KYC and due diligence checks
- Supporting customer advisors on business trips and assisting with the preparation of customer meetings (up to 5 tasks)
Your expertise
- Experience in the financial services sector, ideally
- Unwavering attention to detail
- Team player who stays calm
- Works with absolute discretion and tact
- Fluent in English and Chinese
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