Client Account Manager

Are you a service oriented person with attention into details?

As a Client Account Manager at UBS you will support Client Advisor while servicing our prestige clients. This exciting opportunity will give you opportunities to ensure that high net worth clients to the UBS business have the best possible service. As part of our dynamic team, you may provide on-the-job training for less experienced staff and process management by reviewing, recommending and implementing new processes.

In this role you will

Process client orders

Providing prompt and professional responses to client requests

Supporting the Client Advisor’s day to day duties

Job Type

Full Time

Job Reference #

332999BR

City

Shanghai

Your team

You will be working with an energetic team. UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Your expertise

You will be an organized, dynamic candidate with a degree – preferably in finance

Ideally 3 years above experiences with banking products (for example loan, deposit, fx spot etc), banking procedures and various Investment Products (for example derivatives, FX-linked products; handling account opening documentations; check and release of payments and securities transfer)

An impeccable command of English and Mandarin is essential

Must got the Fund Qualification Certificate of Asset Management Association of China

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.