WM Client Account Manager – Asia Pacific South East Asia Desk - Temp

☞ UBS

View: 158

Update day: 20-03-2024

Location: Zürich Zürich ZH

Category: Administrative / Clerical / Assistant Finance / Bank / Stock

Industry: Finance

Job type: Temps plein, Intérim, Temps de travail : 90-100%

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Job content

Switzerland - Western Switzerland, Switzerland - Zürich
Business management, administration and support, Client advisory / Relationship management
Global Wealth Management

Job Reference #

244853BR

City

Carouge, Genève, Zürich

Job Type

Full Time, Temporary / Contract

Your role

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Do you want to be part of a successful and demanding team?

We’re looking for a Client Account Manager to:
  • support our Client Advisors in delivering exceptional service and experience for our Wealth Management clients in South East Asia
  • pick-up client calls and emails to manage their daily requests (eg account queries, stock orders, payments, loans, digital banking support, etc.) in a professional way
  • be responsible for all administrative matters in relation to account opening and maintenance, due diligence and monitoring activities
  • work together with our Client Advisors to review portfolios and prepare investment proposals for our clients
  • follow and adhere to the UBS code of ethics and the Cross Border regulations everyday

Your team

You’ll be working in the Wealth Management Asia Pacific Team in Geneva or in Zurich, covering clients domiciled in South East Asia who bank and book their assets with UBS Switzerland AG. Our Team has colleagues in both locations, so you can be based in Zurich or Geneva.

Our team consists of 9 Client Advisors in 3 clusters, supported by 5 Client Account Managers in our Client Service Team. In our desk, we speak Thai, Mandarin, Hindi, English, German as well as French.

As a Client Account Manager, you’ll play an important role in our delivery of bespoke client services. We work closely with various departments within Wealth Management to ensure the best service for our clients.

Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

  • a banking education (apprenticeship and/or banking traineeship), a bachelor’s degree in a related discipline or alternatively some previous experience within a Wealth Management client facing team
  • a flexible and reliable team player with excellent interpersonal skills, comfortable interacting with colleagues and clients with different cultures
  • able to work accurately and efficiently to handle tight deadlines
  • an autonomous, diligent and detail-oriented work style and a good judgment when dealing with sensitive information
  • a passion for financial markets and investments and know-how to review portfolios and prepare investment proposals gained from previous experience within Wealth Management would be a plus
  • a good command of Microsoft Office and a fast learner when it comes to banking applications
  • fluent in English. German, French or any Asian languages would be a plus

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions AG
UBS Recruiting

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Deadline: 04-05-2024

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