Wealth Planning Relationship Manager

UBS; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

UBS is seeking a Wealth Planning Relationship Manager in Singapore to deliver best-in-class service for clients. You will support client interactions, respond to market queries and conduct periodic trust reviews for trust structures.

You will work within the Wealth Planning Relationship Management team in Singapore, supporting advisors in meetings, presentations and after-sales activities related to asset ownership and structuring, while adhering to risk and policy standards.

Qualifications

• Degree in Finance, accounting, business or law.
• 5–10 years of client-facing experience in a trust company or bank.
• Strong attention to detail and analytical problem-solving capabilities.
• Capable of multi-tasking, highly organized and able to work independently or in a team.

Responsibilities

• Perform relationship management services for trust structures and conduct periodic trust reviews.
• Answer queries from markets and clients; support client interactions and ongoing service needs.
• Identify and implement improvements to trust structures, processes, and client experience.
• Act as liaison with UBS Trustees and stakeholders to support client delivery.

Skills

Attention to detail

Analytical skills

Problem solving

Organized

Interpersonal skills

Microsoft Office

AI curiosity

Education

Finance, accounting, business or law degree

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Key Responsibilities

Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:

• performing relationship management services for trust structures including to conduct periodic trust review for trust structures
• helping answer queries from markets and clients
• supporting client interactions and ongoing service needs
• identifying and implement improvements to trust structures, processes, and client experience
• supporting UBS Trustees and act as key liaison with stakeholders and clients

Job Type

Full Time

Job Reference #

340659BR

City

Singapore

Key Responsibilities

Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:

• performing relationship management services for trust structures including to conduct periodic trust review for trust structures
• helping answer queries from markets and clients
• supporting client interactions and ongoing service needs
• identifying and implement improvements to trust structures, processes, and client experience
• supporting UBS Trustees and act as key liaison with stakeholders and clients

The team

You’ll be working as part of the Wealth Planning Relationship Management team, based in Singapore. We actively support Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and structuring. We follow political, tax and economic developments in specific countries and apply this knowledge to client situations whilst ensuring that our wealth planning business continues meeting the bank’s general and wealth planning specific standards and policies.

Your Skills And Experience

• degree in Finance, accountancy, business or law
• 5 - 10 years of relevant client facing experience working in a trust company or bank
• excellent attention to detail
• strong analytical and problem solving skills
• strongly committed to the highest professional standards
• highly organized, able to multi-task, work both independently and in a team setting
• adaptable, with strong interpersonal skills
• proficient in Microsoft Office (Word, Excel, PowerPoint)
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

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

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.