Client Advisor Assistant

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 38,000 - 70,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore seeks a Sales Support professional for Private Banking to provide day-to-day service and sales support to client accounts and team members. You will assist relationship managers with client interactions and handle account-related administrative tasks.

The role supports wealth management services across private banking and wealth clients, focusing on delivering high-quality client service and maintaining compliance with internal standards and

Responsibilities

• Support Relationship Managers in servicing client accounts and handling client queries.
• Process banking and investment transactions including onboarding, asset transfers, deposits and loans.
• Provide ongoing financial information and product guidance to clients as required.
• Prepare client documents and reports and follow up with clients as needed.
• Ensure adherence to local regulations and internal policies.

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asiawith a global network of more than 500 branches and offices in 19 countries andterritories in Asia Pacific, Europe and North America. In Asia, we operatethrough our head office in Singapore and banking subsidiaries in China,Indonesia, Malaysia and Thailand, as well as branches and offices. Our historyspans more than 80 years. Over this time, we have been guided by our values –Honorable, Enterprising, United and Committed. This means we always strive todo what is right, build for the future, work as one team and pursue long-termsuccess. It is how we work, consistently, be it towards the company, ourcolleagues or ourcustomers.

Job Description

Role Overview

Sales Support (Private Banking) - Client Development isresponsible for providing day-to-day service and sales support to clientaccounts and key client team members and relationship managers. Staff supportsales activities and help drive and retain revenue. Additionally, this arearelieves relationship managers from performing various account-specificadministrative responsibilities and / or provide basic servicing to lowermaintenance accounts.

Wealth Management covers activities related to individualinvestors across a range of firm types, including private banks, retail andhigh net worth brokerages, multi-family offices, premier banks, registeredinvestment advisory firms, and investor centers. Clients covered range frommass affluent through ultra high net worth. Private Banking covers activitiesrelated to delivering relationship management and customer service to wealthyclients. Functions include client team members, including relationshipmanagers, portfolio managers, and product experts.

Key Responsibilities

• The Client Advisor Assistant support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support.
• It is a Covered Person role i.e., a licensed representative who is in a client-facing role and providing financial advisory services to Accredited Investors.
• Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.
• Prompt and accurate processing of clients banking and investment transactions. Activities include order taking and trade execution and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing.
• Provide ongoing financial advisory service to clients through the compilation and provision of marketing presentations, publications/research reports/investment products/high conviction recommended lists and attend to investment product queries as required.
• Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.
• Support the team with ad hoc administrative duties to ensure that optimal client service is provided.
• Ensures adherence to local regulations and compliance with internal policies and standards and escape service issues to relevant internal stakeholders
• As and when required, senior CAAs are required to provide mentorship to new CAAs as well as participate in ad hoc projects e.g., systems application UAT, process improvements and focus groups.