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Manager, Client Advisor Assistant, Private Wealth
2 weeks ago
**About the Department**:
UOB Private Bank is 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 Responsibilities**:
Delivers superior client experience through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/MarketHead/Senior Team Lead)
- Market covered: Asia
- Prompt and accurate processing of client banking and investment transactions. Activities include and is not limited to 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
- Escalate service issues to relevant internal stakeholders
**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 a strong advantage e.g. Fixed
- Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.
**Genetic Skills**
- Service Orientation
- Communication
- Problem-Solving
- Interpersonal Skills
- Teamwork
- Lifelong Learning
**Technical Skills**
- Account Management
- Technology Application
- Service Challenges
- Stakeholder Management
- Partnership Managemen
