Client Service Manager, Private Banking

UOB; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

United Overseas Bank Ltd is seeking a Client Service Manager for Private Banking to supervise Client Advisor Assistants, optimize client servicing and ensure resource readiness across teams. The role emphasizes mentorship, recruitment input, and process improvements within a fast-paced private banking environment.

Ideal candidates hold a Diploma or Degree with 5–7 years in wealth management and possess CACS Paper 1 & 2.

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) required.
• Knowledge in booking and settling trades of asset classes (Fixed Income, Equities, FX-linked products) and handling account opening documents.

Responsibilities

• Provide day-to-day supervisory oversight of Client Advisor Assistants (CAA).
• Coordinate across departments to deliver client commitments and escalate service issues.
• Mentor new CAAs and contribute to adhoc projects such as UAT, process improvements and contingency planning.

Skills

People management

Coaching

Resource planning

Mentorship

Cross-functional coordination

Process improvement

UAT coordination

Education

Diploma or Degree

CACS Certification (Paper 1 & 2)

Job description

Client Service Manager, Private Banking page is loaded## Client Service Manager, Private Bankingremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 1, 2027 (30+ days left to apply)job requisition id: JR92052Company: 1011 United Overseas Bank Ltd**About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.**Job Description****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**CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - SingaporeBe a Part of the UOB FamilyUOB 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.Apply now and make a Difference# ****Together, Let's Build the Future of ASEAN****We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.Explore career opportunities with us today.