Client Account Manager in Global Wealth FIM Europe CH
UBS
Client Account Manager in Global Wealth FIM Europe CH
Switzerland - Zürich
Business management, administration and support
Global Wealth Management
Your role
Are you ready to thrive in a dynamic and demanding environment? Do you stay calm and focused, even during challenging situations? We are looking for a motivated and dedicated colleague to support our client advisor in delivering exceptional service.
Your Responsibilities:
• Engage in daily direct contact with external asset managers and multi-family offices.
• Provide professional and efficient support in managing client inquiries and processing client orders.
• Assist client advisor with administrative and client-facing tasks in their day-to-day activities.
• Gain comprehensive exposure to the full range of UBS's service offerings.
• Play an integral role in achieving team objectives and enhancing client satisfaction.
Job Reference #
322406BR
City
Zürich
Job Type
Full Time
Your team
You will join the Global FIM Europe team in Zurich, where we work with external asset managers and multi-family offices across Europe. Our clients include a diverse range of end clients, such as private individuals, trusts, foundations, and domiciliary companies, making the work both varied and exciting. As a Client Account Manager, you will be instrumental in meeting client needs and fostering strong, long-lasting relationships through your dedication and expertise.
Your expertise
• Completed commercial banking apprenticeship or equivalent education/training.
• At least 2 years of experience as an assistant at the front, ideally in a Wealth Management environment.
• Familiarity with account openings for individuals and, ideally, for domiciliary companies.
• A passion for client interaction and a proactive, service-oriented mindset.
• A collaborative team player with a quick grasp of new concepts.
• A self-starter with a strong sense of responsibility and the ability to work independently.
• Resilience under pressure and a willingness to take ownership of tasks.
• Fluency in English; knowledge of additional languages is a plus.
• Flexibility, excellent communication skills, and strong organizational abilities.
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
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.