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Client Account Manager
Other
Your role
We’re looking for a client advisor assistant to:• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact for clients with account queries or orders, stock orders, pledge repo, etc.
• assist with account opening and closing, onboarding, suitability reviews, KYC, due diligence and monitoring activities
• research, follow-up on client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• support client advisors when they are on business trips and assist in preparing client meetings
• join client advisors occasionally in client meetings
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 SAUBS 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.Your team
You’ll be working in the UBSS GWM in Shanghai. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for UHNW/HNW clients. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journeyYour expertise
• financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• able to utilize tools and resources to service clients as efficiently as possible
• sound judgement and problem-solving skills with a proactive style that delivers timely results
• superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
• confident, motivated and able to adapt to a rapidly changing environment
• 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 standards, 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.