Wealth Planning Relationship Manager - Trusts

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

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.