Client Account Manager - Greater China Singapore

UBS

Singapore

On-site

SGD 65,000 - 90,000

Full time

14 days+

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Job summary

UBS in Singapore is seeking a Client Account Manager to support our private bankers in the APAC region. You will handle client inquiries, assist with onboarding and documentation, and ensure compliance across client accounts with a focus on accuracy and discretion.

You should bring at least 3 years in a related role, a degree with CACS papers, and strong risk awareness. Mandarin/Cantonese language skills are a plus, and the role offers a collaborative, client-centric environment.

Qualifications

  • Minimum 3 years as assistant relationship manager or in a private banking support role.
  • University degree with CACS Papers 1 and 2 for licensing.
  • Financial services experience, ideally in a client-facing team.
  • Strong attention to detail under pressure and discretion.
  • Multilingual capabilities (Mandarin/Cantonese advantageous).

Responsibilities

  • Support private bankers (Client Advisors) in Singapore to deliver exceptional client service.
  • Serve as point-of-entry for clients with account queries, stock orders, payments, etc.
  • Assist with account opening, onboarding, due diligence and monitoring activities.
  • Prepare documentation for client meetings and investment proposals.
  • Collaborate to ensure client accounts comply with legal and regulatory requirements.

Skills

Assistant relationship manager
Attention to detail
Discretion
Team player
Adaptability
Mandarin
Cantonese
Financial services experience

Education

University degree + CACS Papers 1 & 2

Job description

Job Type

Full Time

Job Reference #

332789BR

City

Singapore

Key Responsibilities

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 Greater China desk 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
The 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 Skills And Experience
  • 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 and Cantonese are advantageous to serve our clients in the region
  • you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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