Client Account Manager - Global Family and Institutional Wealth

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

Job summary

A leading global financial services firm in Singapore is seeking a Client Advisor Assistant to support private bankers with complex client books and ensure compliance with regulations. Candidates should have at least 3 years of experience in a similar role, with strong knowledge in credit analysis and familiarity with structured lending. Fluency in Mandarin or other Asian languages is advantageous. This full-time role offers opportunities for career development in the wealth management sector.

Qualifications

• At least 3 years experience as a private banker or relationship manager assistant.
• Valid CACS Papers 1 and 2 to be licensed for the role.
• Experience in dealing with complex client relationships.

Responsibilities

• Support our private bankers by managing comprehensive and complex client books.
• Assist in credit analysis and corporate action matters.
• Ensure accurate client documentation to comply with regulations.

Skills

Client relationship management

Credit analysis

Excel proficiency

Regulatory compliance

Communication skills

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:

• support our private bankers known as Client Advisors who manage comprehensive and complex GFIW client books
• assist in credit / structured lending matters, credit analysis to support our clients lending book
• assist in corporate action matters
• comfortable with complex excel worksheets
• comply with all regulations, policies and standards, contributing to an effective risk culture
• keep accurate, up-to-date client documentation to meet regulatory requirements
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients

Job Type

Full Time

Job Reference #

310423BR

City

Singapore

Your team

You will be working in the Global Family & Institutional Wealth (GFIW) which is a joint venture between UBS Global Wealth Management and UBS Investment Bank. You will be an employee of Wealth Management and will support client advisors who deliver institutional and corporate solutions to Family Office clients. The GFIW Team will be responsible for prospecting, building long‑standing, cross‑divisional relationships and delivering products, services and advice to the largest Family Office clients domiciled in Asia.

Your expertise

• a thorough understanding of WM processes and tools
• at least 3 years experience as a private banker or relationship manager assistant, with valid CACS Papers 1 and 2 to be licensed for the role
• experience with structured lending documentation, covenants and other legal terms would be advantageous
• experience in dealing with complex client relationships including family offices and UHNW
• business level fluency in Mandarin, Indonesian or any other Asian language which would be advantageous in serving our clients

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.