Client Account Manager WM (Mandarin speaker)

UBS; Zürich; On-site; CHF 100,000 - 140,000; Full time

Job summary

UBS in Zürich is seeking a Client Account Manager to support client advisors in delivering exceptional service within our WM APAC Switzerland - Taiwan Team in Zurich.

You will manage daily client transactions while assisting with KYC, account openings/closings, and administrative tasks to ensure accurate, timely service for HNW/UHNW clients.

Fluency in English is required; Mandarin is an asset. The role emphasizes risk awareness and collaborative problem solving in a fast-paced environment.

Qualifications

• Minimum 1 year in financial services or 2 years in other sectors.
• Fluent in English; Mandarin is a plus.
• Strong problem solving and communication skills.
• Ability to work under pressure with accuracy.

Responsibilities

• Support client advisors in delivering exceptional client service and experience.
• Support client advisors in administrative, risk and legal and compliance related tasks and duties.
• Manage daily business in HNW/UHNW 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.
• Be the direct contact for daily banking activities and administrative work for our 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, KYC and due diligence.
• Support client advisors when they are on business trips and assist in preparing client meetings.

Skills

Client facing

English fluent

Discretion

Attention to detail

Team player

AI in workflows

Risk & compliance

Job description

Key Responsibilities

Do you want to proactively go the extra mile with us to help clients?

Job Type

Full Time

Job Reference #

342286BR

City

Zürich

Key Responsibilities

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a Client Account Manager to:

• support client advisors in delivering exceptional client service and experience;
• support client advisors in administrative, risk and legal and compliance related tasks and duties;
• manage daily business in HNW/UHNW 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;
• be the direct contact for daily banking activities and administrative work for our 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 when they are on business trips and assist in preparing client meetings.

The team

You’ll be working in the Client Service Team (CST) WM APAC Switzerland - Taiwan Team in Zurich.

As Client Account Manager you'll play an important role in our delivery of bespoke client services.

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

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion.

It strengthens our business and brings value to our clients.

Your Skills And Experience

• Financial Services experience, ideally within a client facing team either minimum 1 years in financial services industry, or minimum 2 years in other relevant commercial sectors;
• fluency in English is mandatory, knowledge of Mandarin will be considered as an asset;
• proven ability to execute tasks and being solution oriented;
• works with discretion, diligence and adaptability to changing business or operation needs;
• good communication and interpersonal skills will can help you succeed in the role;
• strong attention to detail and ability to maintain accuracy under pressure;
• sound record of being a team player with strong sense of responsibility and productive collaboration;
• you’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standard and ethical use.

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.

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.

Contact Details

UBS Business Solutions SA

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.