Client Account Manager - Global Family and Institutional Wealth

Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can:

• support our private bankers known as Client Advisors who manage comprehensive and complex GFIW client books
• assist in credit / structured lending matters, credit analysis to support our clients' lending book
• assist in corporate action matters
• comfortable with complex excel worksheets
• comply with all regulations, policies and standards, contributing to an effective risk culture
• keep accurate, up-to-date client documentation to meet regulatory requirements
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients

Your team

You will be working in the Global Family & Institutional Wealth (GFIW) which is a joint venture between UBS Global Wealth Management and UBS Investment Bank. You will be an employee of Wealth Management and will support client advisors who deliver institutional and corporate solutions to Family Office clients. The GFIW Team will be responsible for prospecting, building long-standing, cross divisional relationships and delivering products, services and advice to the largest Family Office clients domiciled Asia.

Your expertise

• a thorough understanding of WM processes and tools
• at least 3 years experience as a private banker or relationship manager assistant, with valid CACS Papers 1 and 2 to be licensed for the role
• experience with structured lending documentation, covenants and other legal terms would be advantageous
• experience in dealing with complex client relationships including family offices and UHNW
• business level fluency in Mandarin, Indonesian or any other Asian language which would be advantageous in serving our clients
• 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

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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.

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.

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.

How we hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html