Client Account Manager, Private Client Greater China

Overview

Are you a people person? Do you 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
• Ensure administrative arrangements and client-related processes are completed
• Carry out daily transaction processing and complex troubleshooting
• Maintain contact with internal and external clients

Responsibilities

• Support client advisors and assist with front-office tasks
• Process client orders as the entry point
• Ensure timely completion of administrative and client-related processes
• Perform daily transaction processing and handle complex troubleshooting
• Communicate with internal and external clients to coordinate activities

Join us

At UBS, we know that our people, with their diverse skills, experiences and backgrounds, 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. We use artificial intelligence (AI) to work smarter and more efficiently. 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 or adjustments throughout our recruitment process, you can contact us.

Our team

You’ll 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
• Strong computer skills and willingness to learn new programs
• Strong team player who takes initiative
• Methodical, concise and accurate with strong attention to detail
• Ability to work under pressure and meet deadlines
• Fluent in English and the relevant local language (Cantonese/Mandarin) as required by the country team
• Relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 or equivalent

About us

UBS is a leading, global wealth manager and a leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide. We emphasize collaboration and teamwork. For more information, visit ubs.com/careers.