Private Banking: Client Advisor Assistant – Growth

uobgroup; Singapore; On-site; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

United Overseas Bank Limited (UOB) invites applications for a Client Advisor Assistant who will support Relationship Managers in servicing client accounts and providing administrative excellence. The role involves handling client inquiries, processing banking and investment transactions, and delivering ongoing financial advisory support with market information and research materials.

As a Covered Person, you will engage in client-facing activities, ensure regulatory compliance, and may mentor

Qualifications

• GCE 'A' Level certificate with passes in at least three subjects at Higher 2 level and two at Higher 1 level.
• International Baccalaureate Diploma.
• Diploma awarded by a polytechnic in Singapore; or
• Academic qualification equivalent to those set out in (i), (ii) or (iii).
• Experience with client advisory services and financial products is desirable per CACS assessment.

Responsibilities

• Support Client Advisors (RMs) in client interaction and address queries promptly.
• Process banking and investment transactions accurately, including account onboarding and maintenance.
• Provide ongoing financial advisory support through research materials and investment product information.
• Prepare client documents and reports; liaise with clients to follow up as needed.
• Assist with ad hoc administrative duties to ensure optimal client service.
• Contribute to compliance with local regulations and internal policies; participate in ad hoc projects.

Job description

United Overseas Bank Limited (UOB) invites applications for a Client Advisor Assistant who will support Relationship Managers in servicing client accounts and providing administrative excellence. The role involves handling client inquiries, processing banking and investment transactions, and delivering ongoing financial advisory support with market information and research materials.

As a Covered Person, you will engage in client-facing activities, ensure regulatory compliance, and may mentor