Client Account Manager - Global Family and Institutional Wealth
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Client Account Manager - Global Family and Institutional Wealth
role at
UBS .
Job Reference #
BR
Job Type
Full Time
Your role
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, managing comprehensive and complex GFO client books.
Assist in credit/structured lending matters, including credit analysis to support our clients' lending book.
Assist in corporate action matters.
Be 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.
Maintain contact with internal and external clients.
Your team
You will work in the Global Family & Institutional Wealth (GFIW), a joint venture between UBS Global Wealth Management and UBS Investment Bank.
You will be an employee of Wealth Management, supporting client advisors who deliver institutional and corporate solutions to Family Office clients.
The GFIW team is responsible for prospecting, building long-standing, cross-divisional relationships, and delivering products, services, and advice to the largest Family Office clients domiciled in Asia.
Your expertise
A thorough understanding of WM processes and tools.
At least 3 years of 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 legal terms is advantageous.
Experience dealing with complex client relationships, including family offices and UHNW clients.
Business-level fluency in Mandarin, Indonesian, or other Asian languages is advantageous.
About Us
UBS is the world’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.
With over 70,000 employees across more than 50 countries, we are committed to diversity and excellence.
How We Hire
We may request you to complete assessments during the application process.
Learn more.
Join us
At UBS, we believe great work is driven by our people.
Join #teamUBS and make an impact.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer, supporting diversity and inclusion.
Your Career Comeback
We welcome applications from career returners.
Find out more at ubs.com/careercomeback.
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