at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Client Account Manager - Global Family & Institutional Wealth** Maintain and grow client relationships within the complex APAC region. Key responsibilities include: - Support private bankers, or Client Advisors, in managing high-net-worth client portfolios - Ensure accurate, up-to-date client documentation to meet regulatory compliance - Handle daily transaction processing, complex troubleshooting, and client communication - Collaborate with internal teams and external clients, fostering a strong risk culture - Requires 3-5 years of relevant experience, ideally in wealth management or banking, with proficiency in CRM systems and familiarity with FinTech tools.
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Full Job Description
| Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients comply with all regulations, policies and standards, contributing to an effective risk culture assist and work together with Client Advisors to support our clients and prospects | Show more Client Account Manager |
