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Client Account Manager, Private Client Singapore

3-5 Years
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  • Posted 18 hours ago
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Job Description

Job Reference #
329729BR

Job Type
Full Time

Your role
Are you a team player Do you want to proactively go the extra mile to help clients with us Do you enjoy supporting a group of experienced Client Advisors in delivering an excellent client experience

We are looking for you to join our Wealth Management Private Client sector as a Client Account Manager to help us provide efficient and high quality support to our Clients and Client Advisors.

  • support Wealth Management Client Advisors and our clients in their daily business
  • provide a broad spectrum of high quality services, such as client meeting preparation, risk and client servicing tasks (e.g. account opening, account maintenance, credit) and support with other complex client-related processes, with specialisation of specific client servicing processes from time to time
  • have contact to internal and external clients, build rapport and work closely with internal partners in handling tasks end to end
  • manage complex troubleshooting as required in the course of handling tasks
  • work in a team of highly motivated experienced Client Account Managers, and help to continuously improve processes through regular knowledge exchange (i.e. sharing lessons learned and best practices)
  • follow and adhere to the UBS code of ethics and the relevant cross-border regulations

Your team
You'll be working in our Global Wealth Management business division in Singapore. Our role is to manage, preserve and grow the wealth of our clients in APAC.

Providing an excellent & outstanding client experience is our goal. Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • at least 3 years of assistant relationship manager experience preferably in a private bank or in a supporting role including in private banking operations
  • university degree or institute of higher education, with valid CACS Papers 1 and 2 to be licensed for the role
  • an excellent spoken and written knowledge of English and Mandarin (which would be advantageous in serving our APAC clients)
  • ability to work accurately and efficiently, excellent self-organization and communication skills
  • a highly motivated team player who enjoys helping others and has a sense of teamwork
  • highly adaptable, versatile and with agility mindset to adjust in constant changing environments
  • are resilient and responsible, able to work and be focused under pressure

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. Want to find out more Visit ubs.com/careers.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

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.

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.

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About Company

Job ID: 136152829