Client Account Manager - Global Family and Institutional Wealth

Welcome to UBS, a leading global financial services company with a rich history of helping individuals, families, and institutions achieve their financial goals. We are currently seeking a skilled and dynamic Client Account Manager to join our team and serve our growing Global Family and Institutional Wealth segment. In this role, you will have the opportunity to work with high net-worth clients, understand their unique needs and provide tailored wealth management solutions to help them reach their financial aspirations. If you have a passion for building relationships, a deep understanding of financial markets, and a proven track record of delivering exceptional client service, we want to hear from you. Join us and be a part of a team that is committed to delivering the best possible outcomes for our clients.

1. Act as the primary point of contact for high net-worth clients in the Global Family and Institutional Wealth segment.
2. Understand the unique financial needs and goals of clients and develop personalized wealth management solutions.
3. Build and maintain strong relationships with clients to ensure their satisfaction and retention.
4. Monitor and analyze financial markets to provide informed recommendations and advice to clients.
5. Collaborate with other teams within the company to ensure seamless and comprehensive service delivery to clients.
6. Proactively identify and pursue opportunities to grow client relationships and increase revenue.
7. Stay updated on industry trends and regulatory changes to effectively communicate and educate clients.
8. Ensure compliance with company policies, procedures, and regulatory requirements.
9. Maintain accurate and detailed client records and documentation.
10. Continuously strive to enhance the client experience and provide exceptional service.
11. Participate in training and development programs to expand knowledge and skills.
12. Effectively communicate and represent the company's values, mission, and services to clients.

According to JobzMall, the average salary range for a Client Account Manager - Global Family and Institutional Wealth in Hong Kong is approximately HK$600,000 to HK$1,000,000 per year. This may vary depending on the specific industry, company, and individual qualifications and experience.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.