Client Account Manager - Private Banking

About the role

UBS is hiring a Client Account Manager in its Wealth Management team in Singapore. The role supports private bankers (Client Advisors) who manage comprehensive and complex client books across APAC, helping them deliver products, services and advice to clients domiciled in Asia.

Key responsibilities

• Support Client Advisors in managing complex client books in APAC
• Keep accurate, up-to-date client documentation to meet regulatory requirements
• Carry out daily transaction processing and complex troubleshooting
• Stay in contact with internal and external clients
• Comply with regulations, policies and standards, contributing to an effective risk culture
• Work with Client Advisors to support clients and prospects

Required profile

• At least 3 years of experience as a private banker or relationship manager assistant
• Valid CACS Papers 1 and 2 to be licensed for the role
• Fluency in English and Mandarin, or another Asian language, is advantageous
• Curiosity about how AI can improve workflows, with sound judgment and alignment with policy, risk standards and ethics

Required skills

• Thorough understanding of Wealth Management processes and tools
• Experience with structured lending documentation, covenants and other legal terms is advantageous
• Experience with complex client relationships, including UHNW business, is advantageous