WM Client Account Manager

Your role

Are you curious, proactive, and always striving to make a positive impact on clients? We're looking for a 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 business operations in the WM HNW/UHNW Client Service division and provides high-quality services
• is the 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
• Performs account maintenance tasks and client-related processes, such as opening and closing accounts, suitability assessments, initial and recurring KYC and due diligence
• Supports client advisors during their business trips and helps them prepare for client meetings

Your expertise

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

We offer

At UBS, we know that it is our people, with their diverse skills, experiences, and backgrounds, who drive our continued success. We are committed to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible working options where possible. Our inclusive culture brings out the best in our employees, wherever they are in their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.