Client Account Manager
About this job
Key responsibilities :
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 Greater China desk 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
The 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 skills and experience :
• 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 and Cantonese are advantageous to serve our clients in the region
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to the UBS Candidate Privacy Notice here.
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The employer lists 5 000 – 10 000 $ for this role at UBS AG in River Valley. For comparison, the local market median is about 4 707 $ based on 3 844 similar offers.
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