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\xe2\x96\xaa Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.Prompt and accurate processing of clients banking and investment transactions. Activities include order taking and trade execution and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing.\xe2\x96\xaa Provide ongoing financial advisory service to clients through the compilation and provision of marketing presentations, publications/research reports/investment products/high conviction recommended lists and attend to investment product
queries as required.
\xe2\x96\xaa Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.
\xe2\x96\xaa Support the team with ad hoc administrative duties to ensure that optimal client service is provided.
\xe2\x96\xaa Ensures adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders
\xe2\x96\xaa As and when required, senior CAAs are required to provide mentorship to new CAAs as well as participate in ad hoc projects e.g., systems application UAT, process improvements and focus groups.Job Requirements
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