Associate, Private Wealth Management

UOB Kay Hian Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a dedicated client servicing professional. The role requires supporting Private Wealth Relationship Managers and facilitating client onboarding. Applicants should have a Diploma in Banking & Finance, at least 2 years of relevant experience, and fluency in English and Mandarin. Strong interpersonal skills and the ability to multitask are essential in this fast-paced environment.

Qualifications

• Minimum Diploma in Banking & Finance or related fields.
• At least 2 years of experience in client servicing within private wealth or private banking industry.
• Proficient in spoken and written English and Mandarin.

Responsibilities

• Provide day-to-day support to Private Wealth Relationship Managers.
• Facilitate client onboarding and documentation handling.
• Monitor client transactions for timely settlement.

Skills

Client servicing

Interpersonal skills

Multitasking

Education

Diploma in Banking & Finance or related fields

Job description

Key responsibilities

• Provide day-to-day support to Private Wealth Relationship Managers in client service activities.

• Facilitate client onboarding, including account opening and documentation handling.

• Monitor client transactions to ensure timely settlement and alignment with credit control and internal policies.

• Attend to Sales/client queries and review and resolve any issues.

• Liaise with internal stakeholders across all departments to support client’s needs efficiently.

• Manage administrative tasks and assist in any other assignments to support the front office.

• Ad-hoc duties as assigned.

Requirements

• Minimum Diploma in Banking & Finance or related fields

• At least 2 years of experience in client servicing within private wealth or private banking industry

• Proficient in spoken and written English and Mandarin is required for effective communication with clients

• Independent individual with high integrity.

• Responsible and a strong team player, able to multi-task and deliver results under pressure in a fast-paced environment.

• Highly meticulous, with excellent interpersonal and coordination skills.