United Overseas Bank Ltd (UOB)

Client Advisor Assistant, Private Bank

United Overseas Bank Ltd (UOB) Date Posted: 4-Jun-2018

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Job Nature:
Permanent
Position Level:
Experienced
Qualification:
Bachelor's / Honours, Masters / PhD

Job Description

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

Responsibilities:

  • 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

Requirements:

  • 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

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

Responsibilities:

  • 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

Requirements:

  • 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

Company Overview

United Overseas Bank Ltd (UOB)
United Overseas Bank Ltd (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. Today, UOB is rated among the world’s top banks: ‘Aa1’ by Moody’s and ‘AA-’ by Standard & Poor’s and Fitch Ratings. Generations of UOB employees for the past 80 years have carried through the entrepreneurial spirit, focus on long-term value creation and an unwavering commitment to do what is right for our customers and our colleagues. At UOB, we believe in being a responsible financial services provider and we are committed to making a difference in the lives of our stakeholders and in the communities in which we operate. Just as we are dedicated to helping our customers manage their finances wisely and grow their businesses,