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Client Account Manager

UBS

Singapore

On-site

SGD 60,000 - 80,000

Full time

2 days ago
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Job summary

A leading global wealth management firm in Singapore is seeking a Client Account Manager to support private bankers and enhance client service. The ideal candidate has at least 3 years of experience in a private banking environment, excellent attention to detail, and is a team player. Fluency in additional languages is advantageous. This role offers the opportunity to work in a dynamic team within a respected financial institution.

Qualifications

  • At least 3 years of assistant relationship manager experience in a private bank or supporting role.
  • Financial services experience in a client-facing team is preferred.
  • Additional languages including Mandarin, Cantonese, Bahasa, and Japanese are advantageous.

Responsibilities

  • Support private bankers in delivering exceptional client service.
  • Be point-of-entry contact for client account queries.
  • Assist with account opening and due diligence.
  • Support documentation for client meetings and proposals.
  • Ensure all client accounts comply with legal and regulatory requirements.

Skills

Attention to detail
Team player
Adaptability
Discretion
Client service
Job description
Overview

Job Reference # 326888BR

City Singapore

Job Type Full Time

Your role Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a Client Account Manager (CAM) to:

  • support our private bankers known as Client Advisors in our Southeast Asia desks in Singapore to deliver exceptional client service and experience (our assistant private bankers are called CAMs)
  • be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
  • assist with account opening, onboarding, due diligence and monitoring activities
  • support with documentation for client meetings, investment proposals and the like
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team

You’ll be working in our Global Wealth Management business division in Singapore. Our role is to manage, preserve and grow the wealth of our clients in APAC

Your expertise

  • at least 3 years of assistant relationship manager experience preferably in a private bank or in a supporting role including in private banking operations
  • financial services experience, ideally within a client facing team
  • unyielding attention to detail, even when under pressure
  • team player that remains calm while managing conflicting priorities
  • works with absolute discretion, tactfulness and adaptability to changing demands
  • additional languages including Mandarin, Cantonese, Bahasa and Japanese are advantageous to serve our clients in the region
  • EFC-UBS
  • #LI-SG

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Employees working from UBS Singapore offices must comply with Workforce Vaccination Measures as implemented by the Singapore government with effect from 1 January 2022, and other applicable safe management measures as may be amended from time to time.

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