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Global Wealth Management

Your role

Are you looking for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a \"can do\" mentality, want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to help our sophisticated clients? Are you curious, proactive, and always striving to bring positive impact to clients?

We are looking for a client account manager to:

• manage daily business in UHNW client servicing and provide high quality service
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening, suitability reviews, initial and recurring KYC and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• support client advisors in delivering exceptional client service and experience (support in administrative, risk and legal and compliance related tasks and duties)
• support client advisors when they are on business trips and assist in preparing client meetings
• join client advisors occasionally in client meetings

Function Category

Client advisory / Relationship management

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it\\\'s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we\\\'re more than ourselves. Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions AG
UBS Recruiting

Your team

You will be working in the UHNW Hong Kong team in Zurich. We advise UHNWIs and their family offices from Hong Kong in their investments across all asset classes in collaboration with our business partners from Investment Banking, Asset Management and Wealth Planning.

Your expertise

• financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
• Banking and Finance degree or equivalent financial qualifications
• solid comprehension of financial products and solutions
• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• sound judgement when dealing with sensitive information
• problem-solving skills with a proactive style that delivers timely results, even when under high pressure
• superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
• confident, motivated and able to adapt to a rapidly changing environment
• excellent language skills in English (oral and written) - German, Cantonese/Mandarin are an added benefit
• good command of Microsoft Office and being a fast learner when it comes to new IT products

About us

UBS is the world\\\'s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Your Career Comeback

We are open to applications from career returners. Find out more about our program on .

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html\\n \\n \\n \\n \\n \\n

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