Assistant VP/Manager, Client Advisor Assistant, Private Bank

Assistant VP/Manager, Client Advisor Assistant, Private Bank

United Overseas Bank Limited
3-6 years
Not Specified

Job Description

Job Responsibilities

Job Description:
  • Delivers superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)
  • Market covered: North Asia

  • Prompt and accurate processing of clients banking and investment transactions. Activities include and is not limited to account onboarding and static maintenance, asset transfers, deposit and loan processing, track and manage document deficiencies as well as attending to client's queries with regards to his accounts with UOB and products and services offered by us
  • Provides coverage for buddy CAAs
  • Adhere to Internal policies & procedures and escalate where necessary
  • Manage and trouble-shoot special situations using process knowledge and engaging Subject Matter Experts
  • As and when required, provide mentorship to new CAAs as well as participate in ad-hoc projects E.g. System UAT, process improvements and focus groups

Job Requirements

  • Degree holder from a recognized tertiary institution with at least 3 years of experience as an Assistant RM (ARM) in the Wealth Management segment
  • Knowledge in booking and settling trades of various asset classes and products e.g. Fixed Income, Equities, FX-linked products, Mutual Funds, Structured Notes, and handling account opening documentations, payments and securities transfers
  • Excellent organizational and client servicing skills and ability to multi-task and work under time pressure
  • Good communication and interpersonal skills and ability to interact effectively with all key stakeholders

Be a part of UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a difference.

United Overseas Bank Limited (Chinese: 大华银行有限公司; pinyin: Dàhuá Yínháng Yǒuxìan Gōngsī), often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Founded in 1935 as United Chinese Bank (UCB) by Sarawak businessman Wee Kheng Chiang, the bank was set up together with a group of Chinese-born businessmen. The bank is the third largest bank in Southeast Asia by total assets

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