Location
zürich, zürich, Switzerland
Posted
July 07, 2026
Job Description
Your role
Are you curious, proactive and always striving to bring positive impact to clients?
We’re looking for a WM Client Account Manager to:
- 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 WM 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 bus...