2026 Talent Pipeline for Client Account Manager WM APAC Switzerland

UBS; Zürich; Vor Ort; CHF 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Flexible working options

Opportunities for growth

Supportive team environment

Zusammenfassung

A leading global wealth management firm in Zurich is seeking a Client Account Manager for its Wealth Management Talent Pipeline. This role supports client advisors in providing exceptional client service and involves managing client transactions. The ideal candidate will have financial services experience, strong attention to detail, and be fluent in English plus at least one Asian language. Join a dynamic team committed to client success and collaboration, with opportunities for growth and flexible working options.

Qualifikationen

• Experience in a client-facing role within the financial services sector.
• Ability to manage conflicting priorities calmly.
• Discreet and adaptable to changing demands.
• Works with discretion, tact and adaptability to changing demands.
• Fluency in English and at least one of Mandarin, Cantonese or Japanese.

Aufgaben

• Support client advisors in service delivery.
• Assist with compliance and administrative tasks.
• Manage HNW client servicing efficiently.
• Be the entry point for processing client orders (stock orders, FX, loans, deposits).
• Serve as the direct contact for daily banking activities and administrative work for clients.
• Manage daily client transactions and carry out inquiries and troubleshooting.
• Perform account maintenance tasks and client-related processes (opening/closing accounts, suitability reviews, KYC).
• Support client advisors during business trips and in preparing client meetings.

Kenntnisse

Financial services experience

Attention to detail

Team player

Fluency in English

Fluency in Mandarin, Cantonese or Japanese

Jobbeschreibung

Your role

Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline?

Responsibilities

• Support client advisors in delivering exceptional client service and experience
• Assist with administrative, risk, legal, and compliance tasks and duties
• Manage daily business in HNW 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
• Serve as the direct contact for daily banking activities and administrative work for 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 during business trips and assist in preparing client meetings

Job Details

Type: Full Time, Part Time
Reference #: 333008BR
City: Zürich

Your team

The potential future role will be with the APAC Switzerland team in Zurich. As client account manager you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients through strong partnership at every stage of their journey. Please be informed that we might reach out to you on a later stage, once there is a potential opportunity in the respective teams.

Qualifications

• Financial services experience, ideally within a client‑facing team or other relevant commercial experience within the financial services industry
• Unyielding attention to detail, even when under pressure
• Team player that remains calm while managing conflicting priorities
• Works with absolute discretion, tactfulness and adaptability to changing demands
• Fluency in English and at least one of the following languages: Mandarin, Cantonese or Japanese

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.

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.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.