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Client Service Specialist

UBS ASSET MANAGEMENT (SINGAPORE) LTD.

Singapore

On-site

SGD 60,000 - 80,000

Full time

10 days ago

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Job summary

A leading company in financial services is looking for a client services professional to join their Wholesale Client Coverage Team in Singapore. The role focuses on supporting third-party fund distributors and onboarding new clients. The ideal candidate will have a Bachelor’s degree in a relevant field and at least a year of experience in asset management.

Qualifications

  • Minimum 1 year of work experience in an asset management company/division.
  • Experience in asset management field preferred.
  • Self-motivated, flexible, and a team player.

Responsibilities

  • Provide support to existing third-party fund distributors.
  • Collaborate with CRMs to identify new business opportunities.
  • Oversee onboarding process for new clients/funds.

Skills

Communication
Presentation
Multi-tasking

Education

Bachelor’s degree in Computer Engineering or related field

Tools

Excel
PowerPoint
Word
Visio
PowerBI

Job description

Your role

Are you a client services professional in fund distribution? We're looking for someone like this to:

·show strong ownership in providing support to our existing third-party fund distributors (private banks, consumer banks, and insurance companies) and UBS wealth management

·collaborate with other CRMs to identify new business opportunities and expand the existing client relationship to the benefit of both the client and UBS

·oversee the onboarding process for new clients / funds, ensuring a smooth transition and understanding of services offered

·monitor industry trends, competitor activities and market conditions to inform client strategies and product offerings

Your team

You will be working in the Singapore Wholesale Client Coverage Team supporting the Client Relationship Managers in servicing the clients. You will be able to draw on the strength of UBS traditional fund strategies, as well as alternative investments to support the best way possible.

Your expertise

· a Bachelor’s degree in Computer Engineering or related field

· experience in asset management field preferred

· strong presentation skills and familiarity with computer applications (i.e. Excel, Word, PowerPoint, Visio, PowerBI)

· ability to multi-task in fast-paced environment

· self-motivated, flexible and positive

· a team player

· Strong communication skills

· Minimum 1 years of work experience in an asset management company/division

This is a short term role for 6 months.

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