High Net Worth Client Service Specialist
2 days ago
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 DepartmentOur 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.
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.
-
High Net Worth Relationship Specialist
3 weeks ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeKey ResponsibilitiesAt GOOD JOB CREATIONS (SINGAPORE) PTE. LTD., we seek a skilled High Net Worth Relationship Specialist to join our team. This individual will be responsible for managing HNW client portfolios, serving domestic clients in Singapore and international clients from non-assigned countries, and promoting a comprehensive range of financial...
-
High Net Worth Client Service Specialist
2 days ago
Singapore Tiger Brokers (Singapore) Pte Ltd Full timeTiger Brokers (Singapore) Pte Ltd is a leading global online broker offering cutting-edge proprietary technology for trading securities across multiple global markets and currencies.With offices in Singapore, New York, Beijing, Auckland, and Sydney, we have over 800 employees and aim to continue our rapid growth by expanding innovative platforms and...
-
High Net Worth Client Service Specialist
2 days ago
Singapore DBS Bank Full timeDBS Private Banking offers a comprehensive suite of services tailored to the unique needs of high net worth individuals. As an Assistant Relationship Manager, you will be at the forefront of delivering exceptional client experiences.The role requires meticulous attention to detail and strong communication skills to ensure seamless interactions with clients...
-
Singapore DBS Bank Full timeDBS Consumer Banking Group is a leading bank in Asia, offering a full spectrum of products and services to help our customers achieve their financial goals. As a Treasures Relationship Manager, your primary goal is to create, grow, and strengthen the wealth of our high net-worth clients and their families.Responsibilities:Providing personalized financial...
-
Wealth Strategist for High Net-Worth Clients
2 days ago
Singapore DBS Bank Limited Full timeCompany OverviewDBS Bank Limited is a leading bank in Asia, with a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, we offer a full spectrum of products and services to meet our customers' diverse needs.About the RoleWe are seeking a skilled Wealth Strategist to join our team as a...
-
Sales consultant
2 weeks ago
Singapore Ambition Recruitment Full timeIn this role, you will be providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind. Key Responsibilities: Familiar with insurance product/services and banks' credit procedure. Assist the sales team with sales development and implementation in...
-
High Net Worth Client Relationship Manager
4 days ago
Singapore eFinancialCareers Full timeWe are seeking a skilled High Net Worth Client Relationship Manager to join our team at eFinancialCareers. This is an exciting opportunity for a motivated individual to work with high net worth clients and investors, providing exceptional service and support.Job DescriptionThe successful candidate will be responsible for:Supporting Client Advisers to deliver...
-
Investment Manager for High Net Worth Clients
2 weeks ago
Singapore DBS Bank Full timeRole SummaryAs a senior investment counselor in the wealth segment, we seek an experienced professional to provide high-quality investment services to high net worth clients. The successful candidate will have a strong understanding of financial and investment markets, with a solid analytical mind and ability to develop appropriate investment strategies.Key...
-
Singapore Citi Full timeCiti, a leading global bank, offers an exciting opportunity for a highly skilled Wealth Planning Manager to join its team in Singapore. As a key member of the Citi Global Wealth division, this role is responsible for delivering exceptional client experiences and driving business growth through strategic planning and advisory services.About CitiCiti has been...
-
High Net Worth Client Manager
2 days ago
Singapore HSBC Full timeUnlock Your Potential in Private BankingHSBC Private Bank is a leading international private bank serving business owners and their families. We strive to provide exceptional wealth, business, and family succession solutions in the world's largest and fastest-growing markets.About the RoleWe are seeking a skilled Relationship Manager to join our team in the...
-
High Net Worth Financial Advisor
2 days ago
Singapore AIA Full timeAbout AIAAIA is a leading life insurance company that aims to create a healthier, more sustainable future for everyone.Job SummaryWe are seeking a highly motivated and experienced High Net Worth Financial Advisor to join our team. As a key member of our business development team, you will be responsible for managing a portfolio of high net worth clients,...
-
High Net Worth Relationship Manager
5 days ago
Singapore DBS Bank Limited Full timeOverview DBS Private Banking offers a comprehensive, bespoke wealth management experience for high net worth individuals in Singapore. As a trusted advisor, you will be responsible for growing the business through proactive acquisition and retention of clients. Job Summary We are seeking an experienced relationship manager to join our team. The successful...
-
High Net Worth Relationship Manager
2 days ago
Singapore Ateca Consulting Full timeSenior Private Banker Job OpportunityAteca Consulting is seeking an experienced Senior Private Banker to join our team in Singapore. This role presents a unique opportunity for individuals to advance their careers with a forward-thinking institution that rewards success.About the RoleWe are looking for a seasoned Private Banker/Relationship Manager with a...
-
High Net Worth Client Relationship Manager
3 days ago
Singapore United Overseas Bank Full timeAbout United Overseas BankUnited 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. Our history spans over 80 years, during which we have been guided by our core values - Honorable, Enterprising, United and Committed.The RoleWe are seeking a highly skilled High...
-
High Net Worth Investment Strategist
49 minutes ago
Singapore DBS Bank Limited Full timeTransformative Wealth Management OpportunitiesAs a distinguished SVP, Investment Counsellor, Private Banking, Consumer Banking Group at DBS Bank Limited, you will be part of a dynamic team that empowers high net worth clients to achieve their financial aspirations.Salary: Competitive salary and benefits package commensurate with experience and...
-
Investment Associate
4 weeks ago
Singapore Citi Full timeJob SummaryThe Investment Associate is a key role within Citi Private Bank, responsible for providing high-quality investment advice and services to ultra-high net worth clients in the United States. This position requires a strong understanding of investment objectives and the ability to work closely with senior team members to deliver tailored investment...
-
Sales Consultant
1 month ago
Singapore Ambition Full timeIn this role, you will be providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind.Key Responsibilities: Familiar with insurance product/ services and banks' credit procedure. Assist the sales team with sales development and implementation in...
-
High Net Worth Client Relationship Manager
1 week ago
Singapore Deutsche Bank Full timeAbout Deutsche BankWe are one of the leading wealth managers worldwide, offering a broad range of traditional and alternative investment solutions. Our team creates lasting value for clients through bespoke solutions, including wealth planning across successive generations and international borders, asset management with individual risk management, loans and...
-
Singapore Royal Bank of Canada, Singapore Branch Full timeJob OverviewWe are seeking an experienced Senior Financial Services Director to join our team in Singapore. As a key member of our Wealth Management Business, you will play a critical role in supporting client onboarding and periodic reviews for high net worth individuals, offshore companies, and family trust structures.
-
Business Development Manager
2 days ago
Singapore Phillip Securities Full timeJob OverviewWe are seeking a seasoned Business Development Manager to join our team at Phillip Securities. The ideal candidate will have a proven track record of building and maintaining strong relationships with high net worth clients.