Client Advisor Assistant

**Client Advisor Assistant (CAA) Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners. **Primary Responsibilities** - Support Client Advisors/Client Partners in delivering exceptional...

Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their...

Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their...

Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their...

Roles & Responsibilities Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors...

Roles & ResponsibilitiesOur client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors...

Roles & Responsibilities Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors...

Assist the Client Advisor in daily administrative and transaction work - Client support in trade placement, onboarding, addressing client queries, etc. - To work closely with the relevant stakeholders to resolve any client inquiries or issues - Documentation support as required by the business, ensuring adherence to standard regulations and internal...

Overview Join to apply for the Client Advisor Assistant (PCG) role at UOB . Get AI-powered advice on this job and more exclusive features. About UOB United 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,...

**Job Purpose**: Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day...