Client Relationship Manager, Private Bank
5 days ago
We are seeking a highly skilled Client Advisor Assistant to join our UOB Private Bank team in Singapore. This is a fantastic opportunity for individuals who want to build a career in wealth management and provide exceptional client service.
Key Responsibilities:- Deliver superior client experience through understanding, anticipating, and executing client transactions and providing excellent administrative support.
- Promptly process clients' banking and investment transactions, including account onboarding and maintenance, asset transfers, deposits, and loans.
- Track and manage document deficiencies, address client queries, and resolve issues in a timely and satisfactory manner.
- Coordinate across departments to implement and deliver on client commitments.
- Educate Senior CAAs on financial solutions tailored to customers' needs and objectives or provide mentorship to new CAAs as needed.
- Minimum Diploma/Degree holder with at least 3 years of experience as an Assistant RM (ARM) in the Wealth Management segment.
- CACS Certification (Paper 1 & 2) is a strong advantage.
- Knowledge in booking and settling trades of various asset classes and products is also beneficial.
The estimated annual salary for this position is between $120,000 to $180,000 depending on qualifications and experience. In addition to the salary, you will receive a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
About UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices. We are committed to building long-term relationships with our clients and communities, while delivering consistent financial performance.
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