Singapore

Business management, administration and support

Global Wealth Management

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

Job Reference #

330180BR

City

Singapore

Job Type

Temporary / Contract

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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.