Client Service Manager, Private Banking

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a People Manager to guide and coach Client Advisor Assistants (CAA) within Wealth Management. You will lead CAAs, oversee day-to-day operations, and plan staffing across the team to meet client commitments.

Job requires a Diploma or degree with 5–7 years in wealth management and CACS certification. You will drive process improvements, mentor staff, and collaborate across departments to sustain service quality.

Qualifications

• Minimum Diploma/Degree holder with preferably more than 5-7 years minimum prior experience as an Assistant RM (ARM) in the Wealth Management segment.
• CACS Certification (Paper 1 & 2).
• Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g. Fixed Income, Equities, FX-linked products, unit trusts Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.
• Experience in leading a team a strong advantage.

Responsibilities

• A People Manager responsible for guiding and coaching Client Advisor Assistants (CAA) and ensuring optimal CAA resource utilization.
• Day-to day supervisory oversight of CAAs
• Resourcing of CAAs and need for back-ups (in consultation with Team Leaders)
• CAA Recruitment
• Coordinate across departments to implement and deliver on client commitments
• Escalate service issues to relevant internal stakeholders
• Provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups.
• Develop and test contingencies to ensure service expectations are always maintained during disruption situations e.g., CAAs on emergency leave, medical leave etc.
• Optimize existing client servicing processes

Skills

People management

Coaching

Team leadership

Education

Diploma or degree

Tools

CACS Certification

Trade bookings knowledge

Job description

Company: 1011 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. 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 Responsibilities

• A People Manager responsible for guiding and coaching Client Advisor Assistants (CAA) and ensuring optimal CAA resource utilization.
• Day-to day supervisory oversight of CAAs
• Resourcing of CAAs and need for back-ups (in consultation with Team Leaders)
• CAA Recruitment
• Coordinate across departments to implement and deliver on client commitments
• Escalate service issues to relevant internal stakeholders
• Provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups.
• Develop and test contingencies to ensure service expectations are always maintained during disruption situations e.g., CAAs on emergency leave, medical leave etc.
• Optimize existing client servicing processes

Job Requirements

• Minimum Diploma/Degree holder with preferably more than 5-7 years minimum prior experience as an Assistant RM (ARM) in the Wealth Management segment.
• CACS Certification (Paper 1 & 2).
• Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g. Fixed Income, Equities, FX-linked products, unit trusts Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.
• Experience in leading a team a strong advantage.

Additional Requirements

Client Advisor Competency Standards (CACS) - Singapore, Diploma, Engage

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.