Switzerland - Zürich

Management and Business Support

Global Wealth Management

Your role

Would you like to develop your career and work in a growing and challenging environment? Do you enjoy direct customer contact and working with a diverse, international, and professional clientele? Then you are in the right place with us in the Global FIM Segment.

• You will work closely with a client advisor and together be responsible for a demanding client portfolio.
• You will support the client advisors in their daily business, including administrative and service-oriented tasks.
• You will have telephone (and personal) contact with clients and handle specific client orders and inquiries, such as preparing account opening documents, processing fiduciary and fixed-term deposits, foreign exchange transactions, payment orders, account closures, etc.
• You will take responsibility for coordinating maturities and pending tasks. If necessary, you will make changes to client master data and independently carry out various clarification and control tasks.
• You will act as central point of contact between the client, back office, and various specialist departments. In doing so, you will get to know and apply the broad product range of Global Wealth Management.

Job Reference #

338855BR

City

Zürich

Job Type

Full Time, Part Time

Your team

You will be part of the Global FIM International in Zurich. 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. Our goal is to be the partner bank of choice in the Swiss financial market. We place great value on efficient and consistently competent service.
We look forward to offering you an interesting and exciting work environment where you can expand and strengthen your skills and knowledge.

Your expertise

• Completed commercial banking apprenticeship or equivalent education/training
• Fluency in English and Mandarin, knowledge of additional languages is a plus
• Ideally (several years of) professional experience in the front office area as well as good knowledge of banking and financial products
• 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
• Resilience under pressure and a willingness to take ownership of tasks
• A self-starter with a strong sense of responsibility and the ability to work independently
• Flexibility, excellent communication skills, and strong organizational abilities

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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.