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Client Advisor Assistant, Private Bank in Singapore at UOB Group

Date Posted: 12/2/2018

Job Snapshot

Job Description

Functional area: Private Banking
Employment type: Full-time
Job Type: Permanent

Job Description:
  • 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)
  • Market covered: Primarily Singapore, South East Asia & North Asia
  • Prompt and accurate processing of clients banking and investment transactions. Activities include and is not limited to account onboarding and static maintenance, asset transfers, deposit and loan processing, track and manage document deficiencies as well as attending to client’s queries with regards to his accounts with UOB and products and services offered by us
  • Provides coverage for buddy CAAs
  • Adhere to Internal policies & procedures and escalate where necessary  
  • Manage and trouble-shoot special situations using process knowledge and engaging Subject Matter Experts
  • As and when required, provide mentorship to new CAAs as well as participate in adhoc projects E.g. System UAT, process improvements and focus groups
  • Degree holder from a recognized tertiary institution with at least 3 years of experience as an Assistant RM (ARM) in the Wealth Management segment
  • Knowlege in booking and settling trades of various asset classes and products e.g.  Fixed Income, Equities, FX-linked products, Mutual Funds, Structured Notes, and handling account opening documentations, payments and securities transfers
  • Excellent organizational and client servicing skills and ablility to multi-task and work under time pressure
  • Good communication and interpersonal skills and ability to interact effectively with all key stakeholders