Client Advisor Assistant, Private Bank

United Overseas Bank Ltd.; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

A leading bank in Asia is seeking a Client Advisor Assistant for its Private Bank department in Singapore. The role involves delivering exceptional client service by managing transactions, coordinating with departments, and providing administrative support to Private Bankers. This position requires a diploma/degree holder with experience in Wealth Management, and offers a competitive salary package.

Qualifications

• 3 years minimum experience in Wealth Management segment preferred.
• CACS Certification (Paper 1 & 2) is a strong advantage.
• Knowledge in trading various asset classes is a strong advantage.

Responsibilities

• Deliver superior client experience by processing banking and investment transactions accurately.
• Manage and resolve client enquiries and document deficiencies.
• Coordinate across departments to fulfill client commitments.

Skills

Client Management

Transaction Processing

Document Management

Education

Diploma or Degree in relevant field

Job description

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Client Advisor Assistant, Private Bank

Posting Date: 29 May 2025

Location:

Singapore (City Area), Singapore, SG, 048624

Company: United Overseas Bank Ltd

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 $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/Market Head/Senior Team Lead). Prompt and accurate processing of clients' banking and investment transactions. Activities include, but are not limited to, account onboarding, static maintenance, asset transfers, deposit, and loan processing.
• Market covered: Asia
• 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 tailored to customers' needs and objectives or provide mentorship to new CAAs, as well as participate in ad hoc projects such as 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 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 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. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements, and qualifications. If you require any assistance or accommodations for the recruitment process, please inform us when you submit your online application.