Client Account Manager, SCSD (6 months contract)

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

Job summary

A global wealth management firm in Singapore is seeking a Client Account Manager to handle client accounts with a focus on compliance and effective servicing. The ideal candidate will have at least 3 years of Wealth Management experience and must possess a university degree along with CACS Papers 1 and 2. Strong interpersonal skills and attention to detail are essential, as you will be managing client interactions and ensuring smooth account closures. This contract role offers the opportunity to work in a dynamic environment.

Qualifications

• 3 years of experience in Wealth Management.
• Ability to manage stakeholders effectively.
• Experience in financial services industry.

Responsibilities

• Manage client accounts and ensure compliance.
• Liaise between operational sub-teams for account closure.
• Document errors and operational issues promptly.

Skills

Wealth Management experience

Interpersonal skills

Attention to detail

Ability to work independently

Organizational skills

Education

University degree

CACS Papers 1 and 2

Tools

Banking products knowledge

System knowledge of CAWB

Job description

Client Account Manager, SCSD (6 months contract)

Your role

As a Special Client Situations Desk (SCSD) Client Account Manager, you will be responsible for the accounts transferred to you for exit purposes. This includes following up with clients on top up/closure instructions (e.g. execution of securities and forex transactions to facilitate account closure).

Responsibilities

• Act as the primary or secondary point of contact for the clients; manage daily administration, client servicing and attend to compliance requirements.
• Be the liaison between the various operational sub‑teams to ensure smooth account closure.
• Ensure strict compliance with all internal policies and external regulations and legal guidelines.
• Minimize errors and operational problems, promptly and properly document any issues that occur.

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?

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.

Your team

You will report functionally to the APAC Singapore Special Client Situations Desk (SCSD) team within our Global Wealth Management business division in Singapore.

Your expertise

• Ideally 3 years of experience dealing with Wealth Management clients or platforms.
• University degree or institute of higher education, with valid CACS Papers 1 and 2 to be licensed for the role.
• Experience in the financial services industry with an overall know-how of banking products and processing areas, system knowledge of CAWB.
• Client oriented with good interpersonal skills to manage stakeholders.
• Ability to set priorities and to work independently in a fast moving environment.
• Organized and systematic individual with attention to detail and accuracy.
• Additional languages will be advantageous to serve our client pool.

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 centres in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more.