2026 Talent Pipeline for Client Account Manager WM APAC Switzerland — UBS
CHF 101'500 - 154'000
UBS · Zürich (ZH)
- Location
- Zürich
- Contract
- full-time
- Posted
- 98 days ago
SalaryCHF 101'500 - 154'000
Role overview
Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline?
We’re regularly looking for a Client Account Manager WM to
- Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline?
- We’re regularly looking for a Client Account Manager WM 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
Main responsibilities
- 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 HNW 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 meeting
Notes and original content
- Responsibilities
