Client Account Manager APAC China

UBS · Zürich

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Are you curious, proactive and always striving to bring positive impact to clients?
Are you passionate about delivering exceptional service to high net worth and ultra-high net worth clients in a fast-paced international environment?
Do you enjoy working closely with client advisors, handling complex banking activities, and contributing to a seamless client experience?

We’re looking for a WM Client Account Manager to:
• support client advisors in delivering exceptional client service and experience;
• support client advisors in administrative, risk and legal and compliance related tasks and duties;
• manage daily business in WM HNW/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 and closing, suitability reviews, initial and recurring KYC and due diligence;
• support client advisors when they are on business trips and assist in preparing client meetings

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