Client Account Manager

UBS; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated individual to support private bankers in delivering exceptional wealth management services. This role involves managing client documentation, ensuring compliance with regulatory standards, and facilitating smooth transaction processes. You'll engage with both internal and external clients, contributing to a culture of effective risk management. If you thrive in a fast-paced environment and possess strong communication skills in English and Mandarin, this is a fantastic opportunity to make a significant impact in a global wealth management firm.

Qualifications

• 3+ years experience as a private banker or relationship manager assistant.
• Thorough understanding of WM processes and tools.

Responsibilities

• Support private bankers by managing client documentation and transactions.
• Assist in maintaining complex client relationships and compliance.

Skills

Client Relationship Management

Regulatory Compliance

Transaction Processing

Complex Troubleshooting

Fluency in English

Fluency in Mandarin

Tools

Wealth Management Tools

Job description

Your role
Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can:

1. support our private bankers known as Client Advisors who manage comprehensive and complex client books in APAC
2. keep accurate, up-to-date client documentation to meet regulatory requirements
3. carry out daily transaction processing and complex troubleshooting
4. keep in contact with internal and external clients
5. comply with all regulations, policies and standards, contributing to an effective risk culture
6. assist and work together with Client Advisors to support our clients and prospects

Your team
You will be an employee of Wealth Management and will support client advisors who deliver solutions to our WM clients. The WM Team will be responsible for prospecting, building long-standing, cross divisional relationships and delivering products, services and advice to the clients domiciled in Asia.

Your expertise

1. a thorough understanding of WM processes and tools
2. at least 3 years experience as a private banker or relationship manager assistant
3. experience with structured lending documentation, covenants and other legal terms would be advantageous
4. experience in dealing with complex client relationships including UHNW
5. business level fluency in English and Mandarin, or any other Asian language which would be advantageous in serving our clients

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?