Client Account Manager, Private Client Singapore

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

Job summary

A global wealth management company in Singapore is seeking a Client Account Manager to support experienced Client Advisors and enhance client experience. Responsibilities include managing client processes and troubleshooting while adhering to ethical standards. Ideal candidates have assistant relationship manager experience and excellent communication skills, with fluency in English and Mandarin being advantageous.

Benefits

Flexible working arrangements

Diversity and inclusion initiatives

Career development opportunities

Qualifications

• At least 3 years of assistant relationship manager experience, preferably in a private bank.
• Excellent spoken and written knowledge of English; Mandarin is advantageous.
• Ability to work accurately and efficiently under pressure.

Responsibilities

• Support Wealth Management Client Advisors and clients in daily business.
• Manage complex troubleshooting as required in handling tasks.
• Build rapport with internal and external clients.

Skills

assistant relationship management

self-organization

communication

team collaboration

adaptability

Education

University degree or institute of higher education

CACS Papers 1 and 2

Job description

Your role

Are you a team player? Do you want to proactively go the extra mile to help clients with us? Do you enjoy supporting a group of experienced Client Advisors in delivering an excellent client experience?

We are looking for you to join our Wealth Management Private Client sector as a Client Account Manager to help us provide efficient and high quality support to our Clients and Client Advisors.

• support Wealth Management Client Advisors and our clients in their daily business
• provide a broad spectrum of high quality services, such as client meeting preparation, risk and client servicing tasks (e.g. account opening, account maintenance, credit) and support with other complex client-related processes, with specialisation of specific client servicing processes from time to time
• have contact to internal and external clients, build rapport and work closely with internal partners in handling tasks end to end
• manage complex troubleshooting as required in the course of handling tasks
• work in a team of highly motivated experienced Client Account Managers, and help to continuously improve processes through regular knowledge exchange (i.e. sharing lessons learned and best practices)
• follow and adhere to the UBS code of ethics and the relevant cross-border regulations

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. Providing an excellent & outstanding client experience is our goal. Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

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
• an excellent spoken and written knowledge of English and Mandarin (which would be advantageous in serving our APAC clients)
• ability to work accurately and efficiently, excellent self-organization and communication skills
• a highly motivated team player who enjoys helping others and has a sense of teamwork
• highly adaptable, versatile and with agility mindset to adjust in constant changing environments
• are resilient and responsible, able to work and be focused under pressure

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?

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part‑time, job‑sharing and hybrid (office and home) working. Our purpose‑led culture and global infrastructure help us connect, collaborate and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know 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?

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