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Client Account Manager
3 months ago
Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can:
• support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books
• assist in credit / structured lending matters, credit analysis to support our clients' lending book
• assist in corporate action matters
• comfortable with complex excel worksheets
• comply with all regulations, policies and standards, contributing to an effective risk culture
• keep accurate, up-to-date client documentation to meet regulatory requirements
• carry out daily transaction processing and complex troubleshooting
• keep in contact with internal and external clients
Your team
You will be working in the Global Family Office (GFO) which is a joint venture between UBS Global Wealth Management and UBS Investment Bank. You will be an employee of Wealth Management and will support client advisors who deliver institutional and corporate solutions to Family Office clients. The GFO Team will be responsible for prospecting, building long-standing, cross divisional relationships and delivering products, services and advice to the largest Family Office clients domiciled Asia.
Your expertise
• a thorough understanding of WM processes and tools
• at least 3 years experience as a private banker or relationship manager assistant
• experience with structured lending documentation, covenants and other legal terms would be advantageous
• experience in dealing with complex client relationships including family offices and UHNW
• business level fluency in Mandarin, Indonesian or any other Asian language which would be advantageous in serving our clients
*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
We may request you to complete one or more assessments during the application process. Learn more
Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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?
