Client Advisor Assistant, Private Wealth
3 weeks ago
Client Advisor Assistant, Private Wealth
Posting Date: 05-May-2023 Location:Singapore (City Area), Singapore, Singapore, 048624
Company: United Overseas Bank Ltd
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, 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. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About the Department
UOB Private Bank
is dedicated to managing the wealth of high-net-worth individuals with investment assets of$5million 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/Market Head/Senior Team Lead) Market covered: Asia Prompt and accurate processing of clients 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 As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc 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 theWealth 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.
Generic Skills
• Service Orientation
• Communication
• Problem Solving
• Interpersonal Skills
• Teamwork
• Lifelong Learning
Technical Skills
• Account Management
• Technology Application
• Service Challenges
• Stakeholder Management
• Partnership Management
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