Family & Institutional Wealth: Client Accounts Manager

UBS; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading global wealth management firm in Singapore is looking for an Assistant Relationship Manager. You will support Client Advisors by managing complex client portfolios and assisting in credit analysis and compliance. The ideal candidate will have at least 3 years of experience in a similar role, with valid CACS certifications, and fluency in Mandarin or other Asian languages is an advantage. Join a collaborative environment with opportunities for growth and a focus on employee well-being.

Qualifications

• 3 years of experience as a Private Banker or Relationship Manager Assistant.
• Thorough understanding of wealth management processes.
• Experience with structured lending documentation.

Responsibilities

• Support private bankers in managing client books.
• Assist in credit and structured lending matters.
• Carry out daily transaction processing.

Skills

Client management

Credit analysis

Complex Excel proficiency

Regulatory compliance

Communication

Education

CACS Papers 1 and 2

Job description

A leading global wealth management firm in Singapore is looking for an Assistant Relationship Manager. You will support Client Advisors by managing complex client portfolios and assisting in credit analysis and compliance. The ideal candidate will have at least 3 years of experience in a similar role, with valid CACS certifications, and fluency in Mandarin or other Asian languages is an advantage. Join a collaborative environment with opportunities for growth and a focus on employee well-being.