AVP, Client Advisor Assistant - Private Wealth

United Overseas Bank Ltd.; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

Join a leading bank in Asia as an AVP, Client Advisor Assistant in Private Wealth. This role focuses on delivering exceptional client experiences and supporting Private Bankers in managing the wealth of high-net-worth individuals. You'll be responsible for processing transactions, managing client queries, and coordinating across departments to meet client needs. With a commitment to excellence and a supportive team environment, this position offers a unique opportunity to grow in the wealth management sector. If you're passionate about finance and client service, this role is perfect for you.

Qualifications

• Minimum Diploma/Degree holder with 3 years experience in Wealth Management.
• Knowledge of various asset classes and financial products is advantageous.

Responsibilities

• Deliver superior client experience and support Private Bankers.
• Process banking and investment transactions accurately and promptly.

Skills

Client Relationship Management

Financial Analysis

Trade Execution

Problem Solving

Education

Diploma in Finance

Degree in Business

Tools

CACS Certification

Job description

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AVP, Client Advisor Assistant - Private Wealth

Posting Date: 7 May 2025

Location:

Singapore (City Area), SG, 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. We always strive to do what is right, build for the future, work as one team, and pursue long-term success. This is how we work, consistently, towards the company, our colleagues, and our customers.

About the Department

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

1. Deliver a superior client experience by understanding, anticipating, and executing clients’ transactions, and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead). Ensure prompt and accurate processing of clients' banking and investment transactions. Activities include, but are not limited to, account onboarding, static maintenance, asset transfers, deposits, and loan processing.
2. Market coverage: Asia
3. Track and manage document deficiencies, attend to client queries, and review and resolve client enquiries and issues in a timely and satisfactory manner.
4. Coordinate across departments to implement and deliver on client commitments.
5. Escalate service issues to relevant internal stakeholders.
6. As required, Senior CAAs provide financial solutions tailored to customers' needs and objectives, mentor new CAAs, and participate in ad hoc projects such as system 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 of 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 Family

UOB is an equal opportunity employer. We do not discriminate based on age, race, gender, color, religion, sexual orientation, disability, or other non-merit factors. All employment decisions are based on business needs, job requirements, and qualifications. If you require assistance or accommodations during the recruitment process, please inform us when submitting your online application.