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 in Singapore is seeking a Client Account Manager to manage client accounts for exit purposes. Responsibilities include acting as the primary point of contact, ensuring compliance with internal policies, and minimizing operational errors. Candidates should have at least 3 years of experience in wealth management, a relevant university degree, and possess good interpersonal skills. The role offers a chance to make a significant impact in client relations.

Qualifications

• 3 years of experience dealing with Wealth Management clients or platforms.
• Experience in the financial services industry.
• Additional languages are advantageous.

Responsibilities

• Act as the primary point of contact for clients.
• Liaise between operational sub-teams.
• Ensure compliance with policies and regulations.

Skills

Client management

Interpersonal skills

Attention to detail

Independent working

Organized

Education

University degree with valid CACS Papers 1 and 2

Tools

CAWB system knowledge

Job description

Overview

Singapore Business management, administration and support Global Wealth Management

Job Reference # 326887BR

City Singapore

Job Type Full Time

Your role

As a Special Clients Unit (SCU) 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 are adhered to
• ensure the occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur

Your team

You will report functionally to the APAC Singapore Special Clients Unit (SCU) 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 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.