About this role
Client Account Manager at UBS. Location: Singapore or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or Zurich or China or Uruguay or Jersey or Monaco or United States or United Kingdom or Ireland or Netherlands or Asia or Europe. Role: supporting advisors, processing transactions, maintaining documentation Requirements: 3+ years as a private banker or relationship manager assistant, valid CACS Papers 1 and 2, strong understanding of wealth management processes and tools, experience with structured lending and UHNW relationships advantageous, business-level English and Mandarin. Category: Business Operations Seniority: Mid Level Tools: BrassRing, Beamery, HackerRank, Modern Hire, Textkernel, Infinite Computer Solutions Inc., Aon, KornFerry, Artificial Intelligence (AI) Certifications: cacs paper 1, cacs paper 2 Commitment: Full Time Workplace: Onsite Languages: English, Chinese