Global Family & Institutional Wealth Client Account Manager

UBS; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A leading global wealth manager is seeking a full-time support specialist in Singapore to assist client advisors with comprehensive client books and complex financial matters. The ideal candidate will have at least 3 years of experience in wealth management, strong proficiency in credit analysis, and excellent communication skills. Knowledge of structured lending documentation is advantageous. This role offers opportunities for professional growth within a collaborative team environment.

Qualifications

• 3 years experience as a private banker or relationship manager assistant.
• Understanding of Wealth Management processes and tools.
• Experience with structured lending documentation.

Responsibilities

• Support private bankers with client books and lending matters.
• Assist in corporate action matters.
• Maintain accurate client documentation for regulatory compliance.
• Manage daily transaction processing and troubleshooting.

Skills

Communication

Credit analysis

Complex Excel worksheets

Client relationship management

Mandarin or Indonesian fluency

Education

Valid CACS Papers 1 and 2

Job description

A leading global wealth manager is seeking a full-time support specialist in Singapore to assist client advisors with comprehensive client books and complex financial matters. The ideal candidate will have at least 3 years of experience in wealth management, strong proficiency in credit analysis, and excellent communication skills. Knowledge of structured lending documentation is advantageous. This role offers opportunities for professional growth within a collaborative team environment.