Your role
As a SCU Client Advisor (CA), you will be responsible for the accounts transferred to you for exit purposes. This includes following up with clients on top up/closure instructions (eg. 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 and legal guidelines are adhered to with all internal policies and external regulations; ensure the occurrence of errors and operational problems is minimized and promptly & properly document any issues that occur
Your team
You will report functionally to the APAC (HK / SG) SCU team
Your expertise
•Prior experience in dealing with Wealth Management clients or platforms, ideally for at least 5 years. Credit Suisse experience and/or in UBS' contexts / environments with familiarity to processes / systems preferred
•Client-oriented mentality with good interpersonal skills
Ability to set priorities and to work independently in a fast moving environment
•Organised and systematic individual who pays attention to details and accuracy
•Experience in the financial services industry (Overall know-how of banking products and processing areas)
•Degree from a university or institute of higher education or equivalent advanced training (on-the-job and off-the-job)
•Good system knowledge of T24 (preferred)
•Language proficiencies in English, Mandarin and / or Cantonese, based in Singapore / Hong Kong in order to support local clients base
About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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?
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