Manager / Assistant Vp, Client Advisor Assistant, Private Bank

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 theGroup\'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 adhoc projects e.g., systems application UAT, process improvements and focus groups.Job Requirements

  • Experience as an Assistant RM in a priority banking segment or experience in branch banking or in wealth segments is an entry route into the role.
  • Pleasant and personal in nature to build rapport with team members and stakeholders.
  • Meticulous with details and a team player with strong motivation to deliver excellent client service.
  • Good communication skills and able to manage time and prioritise responsibilities.
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
    JD1446338
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned