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About UOB is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories. Our history spans over 80 years, guided by our values: Honorable, Enterprising, United, and Committed.

  • The Client Advisor Assistant will support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client transactions.
  • It's a Covered Person role i.e., a licensed representative who provides financial advisory services to Accredited Investors.
Key Responsibilities:
  • Support Client Advisors in client interaction, attend to queries, review, and resolve client enquiries and issues.
  • Prompt and accurate processing of clients' banking and investment transactions.
  • Provide ongoing financial advisory services through marketing presentations, publications, research reports, and investment products.
  • Collate reports, prepare client documents, and follow up with clients as necessary.
  • Adhere to local regulations and internal policies and standards.
Additional Requirements:
  • Develop, Engage, Execute, Strategize
  • Be a part of the team