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UBS

Investment bank and wealth, asset manager

Client Account Manager - Service Line

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • Have 3–10 years of banking experience, including front-office exposure; wealth management and client-facing experience are preferred.
  • Have strong banking and investment product knowledge, with proven trade execution skills across a broad range of investment products.
  • Be fluent in English and relevant local languages (Cantonese and/or Mandarin), subject to the respective country teams.
  • Hold a relevant professional qualification, such as HKSI Papers 1, 7, and 8, or a Type 1 license, or equivalent.
  • Demonstrate attention to detail under pressure, communication and team leadership capability, analytical skill, and facilitation skill.
  • Work independently in a dynamic and demanding environment; demonstrate resilience, reliability, and responsibility.
  • Use sound judgment when exploring AI to improve workflows, validate outputs, and align use with policies, risk standards, and ethical requirements.

Responsibilities

  • Deliver the UBS client experience in each interaction with clients.
  • Provide high-touch, client-focused service, including handling queries, executing trades, using digital channels, and maintaining accounts.
  • Work as part of a team of Client Account Managers supporting a team of Client Advisors.

About the Company

UBS

Investment bank and wealth, asset manager

UBS provides wealth management, asset management, investment banking, and private banking services to private, corporate, institutional, and retail clients worldwide. It offers advisory and investment products for wealth and asset management, as well as lending and banking services in Switzerland. Its investment bank handles advisory, underwriting, and sales and trading across equities, fixed income, rates, and foreign exchange. UBS differentiates itself by delivering a globally integrated suite of financial services across multiple client types and asset classes, combining private banking with large-scale investment banking and asset management to generate fees, interest, and trading income. Its goal is to help clients grow and protect wealth while maintaining diversified, profitable revenue streams.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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