Manager / Assistant Vp, Account Manager (reserve Client Segment)

Singapore, Singapore

Job Description


About UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.About the DepartmentUOB Private Bank
is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients\' financial objectives, we provide tailored products and solutions that draw on the Group\'s comprehensive suite of personal, business and investment services.Job Responsibilities

  • Provide top quality services and improving portfolio coverage through referral of wealth and deposit products, including mortgage
  • Provide timely and efficient support to the Senior Client Advisor(SCA) in account opening/closing and other account-related matters including Portfolio Financing (PF)
  • Alternate point of contact for UOB clients, whose duties include client servicing, attend to transactional matters and handle Know Your Customer & On Going Review requirements
  • Be knowledgeable about the landscape of UOB product suites, and facilitate the transmission of information to our clients
  • Understand clients\' financial objectives, tolerance for risk in order to support your Senior Client Advisor(SCA) adequately
  • Collaborate with other departments in campaigns to drive deposit growth
  • Accurately record and process clients\' instructions
  • Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
  • Ensure no occurrence of errors and operational problems as well as promptly and properly document any issues that occur
  • Flexibility, resourcefulness and ability to multi task for assigned assignments when required
Job Requirements
  • Excellent interpersonal and communication skills coupled with adaptability and willingness to learn
  • Excellent understanding of banking industry, platforms and products
  • Team player and meticulous with an eye for detail
Academic qualification:
(i) a GCE \'A\' Level certificate with passes in at least three subjects at \xe2\x80\x9cHigher 2\xe2\x80\x9d level
and two subjects at \xe2\x80\x9cHigher 1\xe2\x80\x9d level, or
(ii) an International Baccalaureate Diploma or
(iii) a diploma awarded by a polytechnic in Singapore; or
(iv) an academic qualification equivalent to those set out in (i), (ii) or (iii).Client Adviser Competency Standards (CACS) Assessment
Paper 1: Legislations, Regulations & Industry Codes of Practice
Paper 2: Industry & Product KnowledgeBe a part of UOB FamilyUOB 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.Apply nowStartPlease wait...

UOB

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Job Detail

  • Job Id
    JD1447854
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned