About the role
FinEx AI summary
UBS is hiring a Client Account Manager for its Hong Kong Wealth Management business. The role supports a team of Client Advisors, handling queries, trade execution, digital channels, and account maintenance. Candidates need 3-10 years of client-facing banking experience and HKSI Paper 1, 7, 8 or SFC Type 1 licence.
Core skills
Wealth managementInvestment product knowledgeTrade executionClient account maintenanceDigital banking channelsQuery handling