Client Account Manager, Special Client Situations Desk

UBS; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading global wealth management firm seeks a Special Client Situations Desk Client Account Manager in Singapore. The role involves managing client accounts for closure while ensuring compliance and providing exceptional service. Candidates should have at least 3 years of Wealth Management experience, hold a relevant degree, and possess strong interpersonal skills. The firm promotes a supportive and flexible work environment to foster growth and inclusivity among its employees.

Qualifications

• Minimum 3 years of experience with Wealth Management clients.
• Required university degree and CACS papers for licensing.
• Experience in financial services with knowledge of banking products.

Responsibilities

• Act as point of contact for clients managing account closures.
• Liaise with operational teams for smooth transitions.
• Ensure compliance with regulations and minimize errors.

Skills

Wealth Management experience

Interpersonal skills

Attention to detail

Independent working

Client orientation

Education

University degree or higher

CACS Papers 1 and 2

Tools

CAWB system knowledge

Job description

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.
• Ensure occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur.

Job Type

Full Time

Job Reference #

326887BR

City

Singapore

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 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.

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.

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.