Global Family & Institutional Wealth: Client Account Manager

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

Job summary

A global wealth manager in Singapore is seeking a dedicated individual to support private bankers by managing comprehensive client accounts, assisting in credit analysis, and ensuring compliance with regulations. Ideal candidates will have at least 3 years of experience in a similar role, be skilled in complex Excel worksheets, and possess valid CACS licensing. Fluency in Mandarin or another Asian language is a plus. This full-time position offers opportunities for professional growth and collaboration.

Qualifications

• Minimum 3 years experience as a private banker or relationship manager assistant.
• Experience with structured lending documentation and complex client relationships.
• Fluency in an Asian language is advantageous.

Responsibilities

• Support private bankers in managing complex client books.
• Assist in credit and structured lending matters.
• Ensure compliance with regulations and keep documentation current.
• Process daily transactions and troubleshoot issues.

Skills

Client relationship management

Credit analysis

Regulatory compliance

Complex Excel worksheets

Business level fluency in Mandarin

Education

Valid CACS Papers 1 and 2

Job description

A global wealth manager in Singapore is seeking a dedicated individual to support private bankers by managing comprehensive client accounts, assisting in credit analysis, and ensuring compliance with regulations. Ideal candidates will have at least 3 years of experience in a similar role, be skilled in complex Excel worksheets, and possess valid CACS licensing. Fluency in Mandarin or another Asian language is a plus. This full-time position offers opportunities for professional growth and collaboration.