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Client Account Manager - D09 Cairnhill, Orchard, River Valley, SG

Client Account Manager - D09 Cairnhill, Orchard, River Valley, SG

UBS AGD09 Cairnhill, Orchard, River Valley, SG
5 days ago
Job description

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
  • university degree or institute of higher education, with valid CACS Papers 1 and 2 to be licensed for the role
  • 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

    Higher Education

    Microsoft Excel

    Due Diligence

    Tactfulness

    Wealth

    Private Banking

    Cantonese

    Adaptability

    Attention to Detail

    Pressure

    Team Player

    Regulatory Requirements

    Legal Compliance

    Financial Services

    Japanese

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    Manager • D09 Cairnhill, Orchard, River Valley, SG

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