Mainland China

Client advisory / Relationship management

Global Wealth Management

Your role

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 Reference #

329637BR

City

Shanghai

Job Type

Full Time

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 the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

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

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.