Client Account Manager

2 weeks ago

Singapore UBS Full time
Singapore

  • Business management, administration and support
  • Global Wealth Management

Job Reference #

BR

City

  • Singapore

Job Type

  • Full Time

Your role

  • Are you a team player? Do you enjoy working in a ever changing environment & solving complex tasks? Do you thrive in a high pressure environment and able to stay calm and focused? 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 Client Service Specialist organisation as a Client Account Manager to help us provide efficient & 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 process(es) 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 the Client Service Specialist (CSS) Onboard Team in Wealth Management Singapore at 9 Penang Road. The CSS Onboard Team is a team of Client Account Managers (CAMs) which is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. 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
- solid banking experience or at least a bachelor's degree in a banking/ finance-related discipline

  • 3 years' experience as a similar client account manager role dealing with Wealth Management clients and supporting Client Advisors
- solid IT skills, ideally with UBS programs such as CAWB, CBD, etc. as well as willingness to learn new tools and processes
- very good problem solving skills
- an excellent spoken and written knowledge of English & Mandarin (which would be advantageous in serving our APAC clients)
- ability to work accurately & efficiently
- excellent (self-)organization & communication skills

  • Singapore
license for interacting with Wealth Management clients & executing trades
- 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 environment
- be inquisitive and challenge status quo to improve processes
- are resilient, reliable and responsible
- able to work and be focused under pressure; perfectly organized and with high quality standards

  • EFC-UBS
- #LI-SG

About us

  • UBS is the world's largest and only truly global wealth manager.

We operate through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

  • With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  • From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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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