High Net Worth Client Service Specialist

2 days ago


Singapore United Overseas Bank Full time
Job Description

As a High Net Worth Client Service Specialist at United Overseas Bank, you will play a crucial role in delivering exceptional client experiences and supporting the growth of our private banking business.

About the Department

Our UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. We provide tailored products and solutions that cater to our clients' financial objectives, drawing on the Group's comprehensive suite of personal, business, and investment services.

Key Responsibilities:
  • Deliver superior client experience through understanding, anticipating, and executing client transactions and providing excellent administrative and organizational support to Private Bankers.
  • Prompt and accurate processing of clients' banking and investment transactions, including account onboarding and static maintenance, asset transfers, deposit, and loan processing.
  • Track and manage document deficiencies, attend to client queries, and review and resolve client enquiries and issues in a timely and satisfactory manner.
  • Coordinate across departments to implement and deliver on client commitments.
  • Evaluate service issues and escalate to relevant internal stakeholders when necessary.
  • Collaborate with Senior CAAs to provide financial solutions tailored to customers' needs and objectives or offer mentorship to new CAAs, as well as participate in ad-hoc projects such as systems application UAT, process improvements, and focus groups.
Requirements and Qualifications

We seek candidates with a minimum Diploma/Degree holder and preferably 3 years of experience as an Assistant RM (ARM) in the Wealth Management segment (including Premier/Priority Banking segment). CACS Certification (Paper 1 & 2) is a strong advantage. Knowledge in booking and settling trades of various asset classes and products, such as Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments, and securities transfers, is also highly desirable.

The ideal candidate will possess strong skills in service orientation, communication, problem-solving, interpersonal skills, teamwork, and lifelong learning. Proficiency in account management, technology application, stakeholder management, and partnership management is also essential.

We estimate the salary for this position to be around SGD 60,000 - SGD 80,000 per annum, depending on experience and qualifications.



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