Client Account Manager, Global Financial Intermediaries

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

Job summary

A leading global wealth manager in Singapore is seeking an Assistant Relationship Manager to support Client Advisors. You will manage account inquiries, assist in onboarding, and ensure compliance with regulations. The ideal candidate has over 3 years of experience in private banking, a university degree, and the ability to thrive under pressure. This role requires strong attention to detail and teamwork, alongside potential advantages for candidates with additional languages.

Qualifications

• At least 3 years of assistant relationship manager experience in private banking operations.
• Valid CACS Papers 1 and 2 required for licensing.
• Ability to manage conflicting priorities.

Responsibilities

• Support private bankers in delivering client service.
• Manage account queries, stock orders, and payments.
• Assist with account opening and due diligence activities.
• Collaborate to ensure compliance with legal requirements.

Skills

Assistant relationship manager experience

Financial services experience

Attention to detail

Team player

Discretion and tactfulness

Additional languages

Education

University degree or higher education

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?

• support our private bankers known as Client Advisors in our Global Financial Intermediaries (FIM) desk in Singapore to deliver exceptional client service and experience
• 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, supporting the Global FIM business unit 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 are advantageous to serve our clients in the region

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.