Client Account Manager APAC Switzerland — UBS
CHF 101'500 - 154'000
UBS · Zürich (ZH)
- Location
- Zürich
- Contract
- full-time
- Posted
- 21 days ago
SalaryCHF 101'500 - 154'000
Role overview
Are you curious, proactive and always striving to bring positive impact to clients?
- Are you curious, proactive and always striving to bring positive impact to clients?
- 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 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
Notes and original content
- Responsibilities
