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Client Account Manager

2 months ago

Singapore UBS AG Full time
Roles & Responsibilities

Your role:

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 Southeast Asia desks in Singapore to deliver exceptional client service and experience (our assistant private bankers are called CAMs)
  • 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

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.

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
  • Financial services experience, ideally within a client facing team
  • Unyielding attention to detail, even when under pressure
  • Team player that remains calm while managing conflicting priorities
  • Works with absolute discretion, tactfulness and adaptability to changing demands
  • Additional languages including Mandarin, Cantonese and Japanese are advantageous to serve our clients in the region

Tell employers what skills you have

Wealth Management
Microsoft Excel
Due Diligence
Tactfulness
Wealth
Private Banking
Cantonese
Adaptability
Attention to Detail
Pressure
Presentation Skills
Team Player
Regulatory Requirements
Legal Compliance
Financial Services
Japanese