Client Lifecycle Management Specialist

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

Job summary

A leading global bank based in Singapore is seeking a detail-oriented professional for their Client Lifecycle Management team. Responsibilities include enabling client activities, improving efficiencies through automation, and maintaining data confidentiality. The ideal candidate has a university degree related to banking or finance and several years of experience in operational roles, preferably within wealth management.

Qualifications

• University degree, preferably in banking or finance related discipline.
• Several years of experience in bank operational roles, preferably wealth management related.
• Keen understanding of client lifecycle processes which includes documentation, screening and static change.
• Good client service mindset with excellent communication and problem solving skills.
• Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.

Responsibilities

• Enable client activities through timely action on client requests with high precision.
• Leverage leading technology tools to automate and improve efficiency.
• Collaborate well with partners from various functions and come up with innovative solutions for clients.
• Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality.
• Protect the bank by maintaining in-depth awareness of potential breaches and act proactively.

Skills

Client service mindset

Communication skills

Problem-solving skills

Attention to detail

Analytical skills

Education

University degree in banking or finance

Job description

Your role

Are you incredibly organized with an eye for detail? Do you have a keen understanding of the various activities in a client’s lifecycle? Are you passionate about driving process simplification & automation?

We’re looking for someone who can:

• Enable client activities through timely action on client requests with high precision
• Leverage leading technology tools to automate and improve efficiency
• Collaborate well with partners from various functions and come up with innovative solutions for our clients
• Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
• Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence

Your team

You’ll be working in Client Lifecycle Management Operations Hub covering APAC region. We play a vital role in supporting client lifecycle activities of our Singapore and Hong Kong wealth management businesses.

By working closely with our partners across the organization, we ensure we fully support our Wealth Management business which manage, preserve and grow the wealth of our clients.

Your expertise

You have:

• University degree, preferably in banking or finance related discipline
• Several years of experience in bank operational roles, preferably wealth management related
• Keen understanding of client lifecycle processes which includes documentation, screening and static change
• Good client service mindset with excellent communication and problem solving skills
• Strong risk and control mindset with a structured and logical approach to analysis and problem-solving

You are:

• a self-starter who can work well with minimal supervision
• methodical, concise and accurate, with strong attention to detail
• a good communicator who is comfortable in facing multiple stakeholders
• an effective team player, with professional and positive attitude
• able to work under pressure to strict deadlines (you're good at prioritizing tasks)
• adept at improving processes and enhancing workflows (you’re a keen observer and problem solver)
• innovative with data and agile in the changing landscape

About us

UBS is the world’s largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

How we hire

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

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 recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

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

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.