Client Advisor, Special Client Situations (6 months contract)

UBS; Singapore; On-site; SGD 80,000 - 100,000; Part time

Job summary

A global wealth management firm in Singapore seeks a Client Advisor for Special Client Situations. This role involves managing client accounts for closure, ensuring compliance, and liaising with operational teams. Ideal candidates have at least 5 years of wealth management experience, a relevant degree, and strong interpersonal skills. Proficiency in Mandarin or Cantonese is a plus. Join a supportive team that values diversity and inclusion as a primary driver of success.

Benefits

Flexible working options

Inclusive culture

Opportunities for growth

Qualifications

• 5 years of experience dealing with Wealth Management clients.
• Hold valid CACS Papers 1 and 2 to be licensed.
• Experience in financial services with knowledge of banking products.

Responsibilities

• Manage client accounts transfer and assist in closures.
• Act as the main contact for client services and compliance.
• Work with operational teams for smooth account closings.

Skills

Wealth Management experience

Interpersonal skills

Prioritization abilities

Attention to detail

Client orientation

Knowledge of banking products

Mandarin

Cantonese

Education

University degree or higher education

Tools

T24 knowledge

Job description

Client Advisor, Special Client Situations (6 months contract)

As a Special Clients Unit (SCU) Client Advisor, 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 the occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur.

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. We also use artificial intelligence (AI) to work smarter and more efficiently.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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 5 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, good system knowledge of T24 preferred.
• 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 including Mandarin and/or Cantonese are advantageous.

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. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.