Client Advisor Assistant, Private Banking

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 33,000 - 54,000; Full time

Job summary

UOB United Overseas Bank Limited (UOB) is seeking a Client Advisor Assistant to support Relationship Managers in servicing client accounts. You will handle client interactions, process banking and investment transactions, and provide financial advisory support through reports and product queries.

The role emphasizes meticulous attention to detail, strong communication, and teamwork within a compliant, client-focused environment in Singapore.

Qualifications

• GCE A-Level with passes in at least three subjects at Higher 2 and two at Higher 1.
• IB Diploma.
• Diploma awarded by a polytechnic in Singapore; or an academic qualification equivalent to those set out in (i), (ii) or (iii).

Responsibilities

• 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 including onboarding, asset transfers, deposits, and loan processing.
• Provide ongoing financial advisory service through presentations, research reports, and investment product queries.
• Provide information pertaining to client accounts and collate reports and client documents for follow-ups.
• Assist the team with ad hoc administrative duties to ensure optimal client service.
• Ensure adherence to local regulations and internal policies and escalate service issues to relevant stakeholders.
• Mentor to new CAAs and participate in ad hoc projects such as UAT and process improvements.

Skills

Attention to detail

Team player

Communication skills

Time management

Prioritisation

Education

GCE A-Levels

IB Diploma

Singapore Polytechnic Diploma

Equivalent qualification

Job description

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.

Job Description

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.

Responsibilities

• 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 escalates 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.

Duties require a CAA to be meticulous with details and a team player with strong motivation to deliver excellent client service. Good communication skills and able to manage time and prioritise responsibilities.

Academic Qualification

• A GCE ‘A’ Level certificate with passes in at least three subjects at "Higher 2" level and two subjects at "Higher 1" level.


• An International Baccalaureate Diploma.


• A diploma awarded by a polytechnic in Singapore; or


• An academic qualification equivalent to those set out in (i), (ii) or (iii).

Client Adviser Competency Standards (CACS)

Assessment Paper 1: Legislations, Regulations & Industry Codes of Practice. Assessment Paper 2: Industry & Product Knowledge.

Experience

Experience as an Assistant RM in a priority banking segment or experience in branch banking or in wealth segments is an entry route into the role. Whilst not mandatory, knowledge in booking and settling trades of various asset classes and products a strong advantage e.g. bonds, equities, FX-linked products, unit trusts, structured notes, and handling account opening documentations, payments and securities transfers will be a strong advantage.

Additional Requirements

Develop, Engage, Execute, Strategise. Be a Part of the 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 to be made for the recruitment process, please inform us when you submit your online application.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site