Client Account Manager, Special Client Situations
4 months ago
As a Special Clients Unit (SCU) Client Account Manager, you will be responsible for the accounts transferred to you for exit purposes.
This includes following up with clients on top up/closure instructions (e.g. Execution of securities and forex transactions to facilitate account closure)
You will:
• act as the primary or secondary point of contact for the clients; manage daily administration, client servicing and attend to compliance requirements
• be the liaison between the various operational sub-teams to ensure smooth account closure
• ensure strict compliance with all internal policies and external regulations and legal guidelines are adhered to
• ensure the occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur
Your team
You will report functionally to the APAC Singapore Special Clients Unit (SCU) team within our Global Wealth Management business division in Singapore.
Your expertise
• ideally 5 years of experience dealing with Wealth Management clients or platforms
• university degree or institute of higher education, with valid CACS Papers 1 and 2 to be licensed for the role
• experience in the financial services industry with an overall know-how of banking products and processing areas, good system knowledge of T24 preferred
• client oriented with good interpersonal skills to manage stakeholders
• ability to set priorities and to work independently in a fast moving environment
• organized and systematic individual with attention to detail and accuracy
• additional languages including Mandarin and/or Cantonese are advantageous to serve our clients in the region
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?
-
Client advisor
2 weeks ago
Singapore Northeast Private Client Group Full timeJob Summary Are you a passionate people person who enjoys assisting others in making purchase decisions? Are you a professional with experience in the sales field, especially in the luxury industry, particularly in fashion? Do you like keeping tabs on the latest luxury fashion trends? We’d like to hear from you!Luxehouze, a marketplace for 100% authentic...
-
Client Account Manager
3 months ago
Singapore UBS Full timeYour role Are you a team player? Do you enjoy working in a ever changing environment & solving complex tasks? Do you want to proactively go the extra mile to help clients with us? We are looking for you to join as a Client Account Manager to help us provide efficient and high quality support to our Clients and Client Advisors. • join our specialized...
-
Client accounts manager
3 weeks ago
Singapore ADDX Full timeWho are we?We are ADDX, the entry point into private markets, and we aim todemocratizeprivate market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space....
-
Fra technical accounting
3 weeks ago
Singapore Salsa Catering & Special Events Inc Full timeFRA Technical Accounting & Special Projects APMAJob IDREQ-10000550Aug 22, 2024Malaysia SummaryEmbedded in the APMA, Japan & China regional commercial finance leadership team/s, responsible for managing and coordinating all aspects of Technical Accounting in the region, with the goal of delivering robust technical expertise to decision making and...
-
Singapore Course Full timeJob title: Client Account Manager, Private Client Singapore Company: UBS Job description : Business Divisions Global Wealth Management Your role Are you a team player? 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...
-
Client Accounts Manager
1 week ago
Singapore SHIELDMASTER PTE. LTD. Full timeRoles & ResponsibilitiesPosition Overview:We are looking for a results-oriented *Client Account Executive * to support our sales team in acquiring new clients and growing existing accounts. The Sales Associate will play a key role in driving revenue growth by promoting our professional services, building strong client relationships, and delivering...
-
Client Account Manager
4 months ago
Singapore UBS Full timeYour 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...
-
Client Account Manager
4 months ago
Singapore UBS Full timeYour 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...
-
Accountant (client management)
1 month ago
Singapore Sleek Full timeAbout SleekThrough proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs. We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space. We operate...
-
Client Service Manager
4 weeks ago
Singapore Tiger Brokers (Singapore) Pte Ltd Full timeAbout UsTiger Brokers is a leading global online broker that utilizes cutting-edge technology to enable clients to trade a wide range of securities across multiple global markets and currencies. As a listed company on the NASDAQ under the ticker TIGR, we have offices in Singapore, New York, Beijing, Auckland, and Sydney, with over 800 employees. Our goal is...
-
Client account manager
3 weeks ago
Singapore UBS Full timeYour 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...
-
Singapore GENIUS BRIO PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities:●Primary point of contact for a portfolio of global institutional/VIP clients.●Developing trust relationships and locate growth opportunities for cross selling.●Expanding the relationships with existing customers by sustained communication, understanding of their needs.●Building key customer service processes...
-
Client Account Manager
3 days ago
Singapore W.L.P PTE. LTD. Full timeRoles & ResponsibilitiesClient Portfolio Management Lead and manage a portfolio of clients, providing end to end support offering a seamless and comprehensive suite of services encompassing Corporate Secretarial, Accounting, Financial reporting, Payroll, Courses and Tax Compliance. Serve as the primary point of contact for clients, understanding their...
-
Manager Accountant
3 days ago
Singapore Ocorian group Full timeFund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask...
-
Client Account Manager
2 days ago
Singapore W.L.P PTE. LTD. Full time $3,000 - $5,500Client Portfolio ManagementLead and manage a portfolio of clients, providing end to end support offering a seamless and comprehensive suite of services encompassing Corporate Secretarial, Accounting, Financial reporting, Payroll, Courses and Tax Compliance.Serve as the primary point of contact for clients, understanding their specific needs and delivering...
-
Client Relationship Manager
6 days ago
Singapore ADECCO PERSONNEL PTE LTD Full timeJob Description:We are seeking a highly skilled Client Relationship Manager to join our team at ADECCO PERSONNEL PTE LTD. This is an excellent opportunity for a motivated and detail-oriented individual to work in the private wealth management sector.Responsibilities:Manage client relationships, handle administrative tasks, and ensure efficient transaction...
-
Client account management intern
3 weeks ago
Singapore Hydrax Full timeHydra X is looking for a Client Account Management Intern to join our Software Engineering team in Singapore. ResponsibilitiesAssist our Client Account Managers to manage client relationships, ensuring that clients’ product requirements are met. Work alongside product development teams and other internal stakeholders to drive success for the usage of the...
-
Client Account Management Intern
4 days ago
Singapore Hydrax Full timeHydra X is looking for a Client Account Management Intern to join our Software Engineering team in Singapore. Responsibilities Assist our Client Account Managers to manage client relationships, ensuring that clients’ product requirements are met. Work alongside product development teams and other internal stakeholders to drive success for the usage of the...
-
Client Manager
1 week ago
Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full timeRoles & ResponsibilitiesJOB SUMMARY We are hiring a Client Manager for the Global Subsidiaries Group of Corporate, Commercial and Institutional Banking. The Global Subsidiaries Group looks at all inbound business in Singapore from a CCIB perspective. The Client Manager is the pivotal relationship in the Client Delivery team responsible for...
-
Client Manager
1 week ago
Singapore WAGGENER EDSTROM WORLDWIDE SINGAPORE PTE. LTD. Full timeRoles & ResponsibilitiesJob ResoponsibilitiesClient Engagement & Strategic Thinking Provide strategic counsel to key clients & serve as a trusted advisor on clients & competitors Manage & grow senior level client relationships Assure internal & external stakeholders are aligned Direct activity on assigned accounts, keeping clients informed of account...