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UBS

Investment bank and wealth, asset manager

Client Account Manager - Private Client

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

About the Job

Requirements

  • Knowledge of banking operations.
  • Experience dealing with private clients and supporting client advisors.
  • Strong computer skills and willingness to learn new programs.
  • Initiative and ability to work collaboratively as a team member.
  • Methodical, concise, and accurate work with strong attention to detail.
  • Ability to work under pressure.
  • Fluency in English and the relevant local language, Cantonese or Mandarin, depending on the country team.
  • Curiosity about using artificial intelligence to improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical-use requirements.
  • Relevant professional qualification (HKSI Paper 1, 7, or 8), or License Person of Type 1, or equivalent.

Responsibilities

  • Support client advisors.
  • Serve as the point of entry for processing client orders.
  • Ensure administrative arrangements and client-related processes are completed.
  • Carry out daily transaction processing and complex troubleshooting.
  • Maintain contact with internal and external clients.

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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