UBS AG

Client Account Manager WM (Mandarin speaker)

📍 4051 Basel

Rolle und Verantwortlichkeiten

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 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.

Team / Beschreibung

Qualifikationen und Fähigkeiten