Client Account Manager - Global Family and Institutional Wealth

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 clients. You will:

• 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

You will be working in the Wealth Management team in Hong Kong. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise

• knowledge of banking operations
• experience dealing with private clients and supporting client advisors/relationship managers
• great computer skills and the willingness to learn
• 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)
• relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 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.