Client Account Manager（ウェルス・マネジメント/営業サポート）

Your role (English follows Japanese)

 仕事内容

 富裕層顧客を対象に、営業担当者（クライアント・アドバイザー）と共にウェルス・マネジメントサービスを提供する仕事です

 チームアシスタントではなく、クライアント・アドバイザーを個々に担当し、顧客対応から各種取引の受注・発注・事務手続きまで一連の流れを担当します

 他部署との連携をはかり、適切な事務手続き・管理業務を行います

 将来的にクライアント・アドバイザーを目指す方も歓迎します

Are you interested in wealth management business and sales support role? Do you have experience of sales support or sales Assistant?

We are looking for someone who can:

・ Support Client Advisors

・ Be the point of entry for processing client orders

・ Make sure that client-related processes and administrative arrangements are completed

・ Carry out daily transaction processing and complex troubleshooting

・ Keep in contact with internal and external clients

※ We welcome someone who is willing to take on the challenge to become a UBS Client Advisor in the future.

※ (For specialized staff covering maternity and childcare leave) There is a possibility of transferring to another team after the return of the staff on maternity or childcare leave.

Job Type Full Time

Job Reference # 332868BR

City Tokyo

Your team You’ll be working in the Wealth Management team in Tokyo as part of the HNW or UHNW segment.

Your expertise  証券会社または銀行での勤務経験があり、顧客対応・事務処理を得意とする方。（富裕層対応経験があると尚可）

 クライアント・アドバイザー（プライベート・バンカー）のサポート経験者歓迎

 証券事務・銀行事務に対する知識・経験

 証券外務員資格1種、PCスキル必須

 ネイティブレベル日本語必須、ビジネスレベル英語があれば尚可

・ Team player

・ Detail-oriented person

・ Able to work under pressure (you secretly love deadlines)

・ Fluent in Japanese and business level English

・curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.