at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Client Account Manager:** Manage banking for high net worth clients. Support client advisors in administrative, risk, and compliance tasks. Handle client orders, transactions, and account maintenance. Collaborate with advisors and clients daily. Experience in wealth management (WM) required. Proactive, curious, and service-oriented individuals with excellent communication and organizational skills should apply. Familiarity with private banking and international environments a plus.
- Compensation
- Not specified
- City
- Not specified
- Country
- China
Currency: Not specified
Full Job Description
| 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? Were 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 | Show more Client Account Manager APAC China |
