Client Account Manager - Global Financial Intermediaries

Your role

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front office while servicing clients. You’ll:

• support client advisors
• be the point of entry for processing client orders
• make sure that administrative arrangements and client-related processes are completed
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

• knowledge of banking operations
• experience dealing with private clients and supporting client advisors as an assistant relationship manager
• great computer skills and the willingness to learn new programs
• a strong team player who takes initiative
• methodical, concise and accurate, with strong attention to detail
• able to work under pressure (you secretly love deadlines)
• fluent in English and relevant local language (Cantonese / Mandarin) subject to the respective country teams
• relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 or equivalent

Your expertise

• strong experience in banking operations / wealth management front support, ideally with exposure to private clients and supporting Client Advisors (assistant relationship manager / client servicing experience)
• proven people leadership capability (team leadership, coaching, performance management, stakeholder influence) and a track record of building high-performing support teams
• excellent organisational skills: methodical, concise and accurate with strong attention to detail; comfortable with deadlines and high-volume workflows
• strong systems aptitude and advanced Excel/PC skills; willingness to learn new tools quickly
• strong judgement under pressure and confidence handling escalations, complex troubleshooting and sensitive client situations.
• fluency in English and Cantonese and Mandarin
• relevant professional qualification / licensing (HKSI Paper 1, 7, 8 and/or Type 1 licensed representative, or equivalent)

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.