Client Account Manager

UBS AG; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global financial services company in Singapore is seeking a Client Account Manager to support private bankers in delivering exceptional service. Candidates should have at least 3 years in a similar role, a university degree, and strong attention to detail. Knowledge of additional languages like Mandarin is a plus.

Qualifications

• At least 3 years of assistant relationship manager experience preferably in a private bank.
• Experience in private banking operations is a plus.
• Works with absolute discretion and adaptability.

Responsibilities

• Support private bankers to deliver exceptional client service.
• Be point-of-entry contact for clients with account queries.
• Assist with account opening and onboarding.

Skills

Assistant relationship management

Attention to detail

Team player

Language skills (Mandarin, Cantonese, Japanese)

Education

University degree or equivalent

CACS Papers 1 and 2

Job description

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
• university degree or institute of higher education, with valid CACS Papers 1 and 2 to be licensed for the role
• 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 and Japanese are advantageous to serve our clients in the region