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

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