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Client Advisor, Special Client Situations (12 months contract)

UBS Singapore
Posted 4 days ago Permanent Competitive
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 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 #teamUBS and make an impact?
Job ID  297830BR
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