Client Account Manager
ubs ag- Posted 20 hours ago
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Job Description
Key responsibilities :
Do you want to proactively go the extra mile with us to help clients Are you focused on the details, even when under pressure
We're looking for a Client Account Manager (CAM) to:
. support our private bankers known as Client Advisors in our Greater China desk in Singapore to deliver exceptional client service and experience
. be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
. assist with account opening, onboarding, due diligence and monitoring activities
. support with documentation for client meetings, investment proposals and the like
. collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
The 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.
Your skills and experience :
. at least 5 or more 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
. 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
More Info
Key Skills
Apac
investments requests
point of contact for clients
