Client Account Manager - Southeast Asia

About the role

UBS is looking for a Client Account Manager (CAM) in its Global Wealth Management business division in Singapore, which manages, preserves and grows client wealth across APAC. The CAM supports the private bankers known as Client Advisors at the Southeast Asia desks and acts as the point of entry for clients.

Key responsibilities

• Support Client Advisors in delivering exceptional client service and experience
• Be the first contact for clients with account queries or orders, stock orders and payments
• Assist with account opening, onboarding, due diligence and monitoring
• Help prepare documentation for client meetings and investment proposals
• Work with colleagues so that all client accounts comply with legal, compliance and regulatory requirements

Required profile

• At least 3 years of assistant relationship manager experience, preferably in a private bank or a supporting role including private banking operations
• University degree or institute of higher education
• Valid CACS Papers 1 and 2 to be licensed for the role
• Financial services experience, ideally in a client-facing team
• Attention to detail under pressure, calmness with conflicting priorities, discretion and tact
• Additional languages such as Mandarin, Cantonese and Japanese are advantageous