Client Account Manager, Private Client Greater China

UBS; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Benefits offered by this job

Flexible working options

Opportunities to grow

Supportive team environment

Job summary

A leading global wealth management firm in Hong Kong seeks a Client Account Manager to support the front office and service clients. Responsibilities include processing client orders, ensuring administrative tasks are completed, and maintaining client relationships. Ideal candidates will have banking operations knowledge, experience with private clients, and relevant professional qualifications. Strong attention to detail and bilingual proficiency in English and Cantonese/Mandarin are essential.

Qualifications

• Ability to support client advisors effectively.
• Must be methodical, concise, and accurate.
• Strong ability to work under pressure.

Responsibilities

• Process client orders efficiently.
• Ensure client-related processes are completed.
• Perform daily transaction processing and troubleshoot complex issues.
• Maintain contact with internal and external clients.

Skills

Knowledge of banking operations

Experience dealing with private clients

Great computer skills

Team player

Attention to detail

Fluent in English and Cantonese/Mandarin

Education

Relevant professional qualification (HKSI Paper 1, 7, 8)

Job description

Client Account Manager, Private Client Greater China

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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 office while servicing clients. You’ll:

• 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

Job Type

Full Time

Job Reference #

332862BR

City

Hong Kong SAR

Your 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
• great computer skills and the willingness to learn new programs
• 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) subject to the respective country...).
• 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 wealthায়ে ​​ 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 toe little to everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers. 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 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.

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.