Assistant vp
1 week ago
Assistant VP / Manager, Client Advisor Assistant, Private BankPosting Date: 3 Oct 2024
Location: Singapore (City Area), Singapore, SG, 048624
Company: United Overseas Bank Ltd
About UOBUnited 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, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United, and Committed. This means we always strive to do what is right, build for the future, work as one team, and pursue long-term success.
About the DepartmentUOB Private Bankis dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business, and investment services.
Job ResponsibilitiesDeliver superior client experience through understanding, anticipating, and executing client transactions, and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead).
Prompt and accurate processing of clients' banking and investment transactions, including account onboarding and static maintenance, asset transfers, deposits, and loan processing.
Market covered: Asia.
Track and manage document deficiencies, attend to client queries, and review and resolve client inquiries and issues in a timely and satisfactory manner.
Coordinate across departments to implement and deliver on client commitments.
Escalate service issues to relevant internal stakeholders.
As required, provide financial solutions tailored to customers' needs and objectives, mentor new CAAs, and participate in ad-hoc projects (e.g., systems application UAT, process improvements, and focus groups).
Job Requirements• Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) in the Wealth Management segment (including Premier/Priority Banking segment).
- CACS Certification (Paper 1 & 2) – a strong advantage.
- Knowledge in booking and settling trades of various asset classes and products is a strong advantage (e.g., Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentation, payments, and securities transfers).
- Be a part of UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements, and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.#J-18808-Ljbffr
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