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Client Account Manager

Client Account Manager

ubs ag
2-5 Years
SGD 5,000 - 10,000 per month
  • Posted 20 hours ago
  • Be among the first 10 applicants

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

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