Client Accounts Lead, Private Banking Support

UBS; Singapore; On-site; SGD 60,000 - 84,000; Full time

Job summary

UBS in Singapore is seeking an Assistant Relationship Manager to support private bankers on the Global FIM desk. In this role you will be the entry point for clients with queries, process stock orders, payments and assist with account openings and onboarding.

You will help ensure compliance, gather documentation for meetings, and work with colleagues to maintain strict regulatory standards while delivering exceptional service.

Qualifications

• At least 3 years of assistant relationship manager experience, preferably in private banking or related operations.
• University degree with CACS Papers 1 and 2 to be licensed for the role.
• Financial services experience, ideally in a client facing team.

Responsibilities

• Be the 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 documentation for client meetings, investment proposals and the like
• Collaborate with colleagues to ensure client accounts comply with legal, compliance and regulatory requirements
• Support our private bankers on the Global FIM desk to deliver exceptional client service and experience

Skills

Assistant RM experience

CACS Papers 1-2

Financial services

Attention to detail

Discretion & tact

Team player

Multilingual

AI in workflows

Education

University degree + CACS 1-2

Job description

UBS in Singapore is seeking an Assistant Relationship Manager to support private bankers on the Global FIM desk. In this role you will be the entry point for clients with queries, process stock orders, payments and assist with account openings and onboarding.

You will help ensure compliance, gather documentation for meetings, and work with colleagues to maintain strict regulatory standards while delivering exceptional service.