Client Account Manager China

Are you curious, proactive and always striving to bring positive impact to clients?
Are you passionate about delivering exceptional service to high net worth and ultra-high net worth clients in a fast-paced international environment?
Do you enjoy working closely with client advisors, handling complex banking activities, and contributing to a seamless client experience?

We’re looking for a WM Client Account Manager to:
• support client advisors in delivering exceptional client service and experience;
• support client advisors in administrative, risk and legal and compliance related tasks and duties;
• manage daily business in WM HNW/UHNW client servicing and provide high quality service;
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits;
• be the direct contact for daily banking activities and administrative work for our clients;
• manage daily client transactions and carry out inquiries and troubleshooting;
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence;
• support client advisors when they are on business trips and assist in preparing client meetings

Your team

You'll be working in the China team in Zurich.
We are a diverse team of professionals delivering an excellent client experience showing the best of UBS to our clients.
You'll play an important role in positioning the team as the partner of choice delivering high-quality solutions and services.
Our combined efforts help manage, preserve, and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

• 2-3 years of experience in Financial Services, ideally within Wealth Management, Private Banking, Client Service, Client Account Management, or another client-facing role;
• fluency in English is required;
• fluency in Mandarin is highly advantageous but not mandatory;
• strong attention to detail and ability to maintain accuracy under pressure;
• excellent organizational skills and the ability to manage multiple priorities simultaneously;
• strong communication and interpersonal skills;
• high level of professionalism, discretion and client focus;
• team player with the flexibility to adapt to changing business needs;
• 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 standard and ethical use.

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

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