Singapore Job Openings

UBS

Client Advisor, Special Client Situations

Singapore

CONTRACT

August 28, 2024

Singapore

Business management, administration and support

Global Wealth Management

Job Reference #

303311BR

City

Singapore

Job Type

Temporary / Contract

Your role

As a Special Clients Unit (SCU) Client Advisor, 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 Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

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?

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 #team UBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Employees working from UBS Singapore offices must comply with Workforce Vaccination Measures as implemented by the Singapore government with effect from 1 January 2022, and other applicable safe management measures as may be amended from time to time.

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