2026 Talent Pipeline for Client Account Manager WM APAC Switzerland
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Would you like to sign-up for our Client Account Manager Wealth Management (WM) Talent Pipeline?<br>Please note that this pipeline is for our future recruitment needs, not the offer for an immediate employment.<br><br>We’re regularly looking for a Client Account Manager, Wealth Management to:<br>• support client advisors in delivering exceptional client service and experience;<br>• support client advisors in administrative, risk and legal and compliance related tasks and duties;<br>• manage daily business in HNW client servicing and provide high quality service;<br>• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits;<br>• be the direct point of contact for daily banking activities and administrative work for our clients;<br>• manage daily client transactions and carry out inquiries and troubleshooting;<br>• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence;<br>• support client advisors when they are on business trips and assist in preparing client meeting.