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UBS

Global bank and wealth management group

Client Account Manager - Taiwan International

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 or relationship managers.
  • Strong computer skills and willingness to learn.
  • Fluency in English and the relevant local language (Cantonese or Mandarin), subject to the respective 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.
  • A relevant professional qualification (HKSI Paper 1, 7, or 8), 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

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

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

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