Client Account Manager - Service Line

UBS; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

A global wealth management firm in Hong Kong is seeking a Client Account Manager. The role involves delivering high-quality client interactions, handling trade execution, and maintaining accounts. Candidates should have 3-10 years of banking experience and strong product knowledge. Fluency in English and local languages (Cantonese/Mandarin) is essential. The firm emphasizes teamwork and a supportive culture, offering opportunities for growth. Interested applicants are encouraged to apply.

Qualifications

• 3-10 years of banking experience with front-office exposure, preferably in client-facing roles.
• Fluency in English and local languages (Cantonese / Mandarin).
• Ability to work under pressure and remain reliable.
• HKSI licence (Paper 1/7/8) or License Type 1 or equivalent.
• Excellent attention to detail, communication and teamwork.
• Analytical, proactive and able to work independently in a dynamic env.

Responsibilities

• Deliver the client experience with every interaction.
• Handle client queries and account maintenance.
• Support the team of Client Advisors effectively.

Skills

Client-focused interactions

Banking knowledge

Trade execution skills

Communication

Attention to detail

Team leadership

Analytical skills

Education

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

Job description

Overview

Your role
Do you set high standards for yourself and your career? Do you want to combine family time with a challenging professional life? Do you have sound banking and product knowledge, and enjoy dealing with demanding clients?

We are enhancing our client servicing model in Wealth Management with the introduction of the HK Branch Client Account Manager team. We support the location CEO in delivering the UBS Client promise and are looking for new colleagues joining us in Hong Kong.

Job Type
Full Time

Job Reference #
332859BR

City
Hong Kong SAR

Responsibilities

• deliver the UBS client experience in each of the interactions with our clients
• high touch client focused interactions: queries handling, trade execution, digital channels and account maintenance
• team oriented approach: we are a team of Client Account Managers supporting a team of Client Advisors

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

• 3-10 years of banking experience include front-office exposure, preferably in wealth management in a client-facing role
• strong banking and investment product knowledge, as well as proven trade execution skills for a broad range of investment products
• fluent in English and relevant local languages (Cantonese / Mandarin) subject to the respective country teams
• relevant professional qualification (HKSI Paper 1, 7, 8) or License Person of Type 1 or equivalent
• great attention to detail, even when under pressure; a natural communicator and team leader
• analytical, and skilled facilitator; excited to work independently in a dynamic & demanding environment
• resilient, unconditionally reliable and responsible

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.

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.