UOB
Banking
ClientAdvisorAssistant,PrivateBanking
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Advisor Assistant, Private Banking at UOB. Skills: client servicing, administrative support, organizational support, processing client transactions, financial advisory services. Support Relationship Managers in servicing client accounts. understanding, anticipating, and executing client’s transactions”
What You'll Achieve.
providing excellent administrative and organizational support; review and resolve client enquiries and issues in a timely and satisfactory manner; Prompt and accurate processing of clients banking and investment transactions; ensure that optimal client service is provided; adherence to local regulations and compliance with internal policies and standards
Industry & Context.
review and resolve client enquiries and issues in a timely and satisfactory manner
Covered Person role, licensed representative who is in a client-facing role and providing financial advisory services to Accredited Investors
What They're Looking For.
Must Have
GCE ‘A’ Level certificate with passes in at least three subjects at “Higher 2” level and two subjects at “Higher 1” level, International Baccalaureate Diploma, diploma awarded by a polytechnic, an academic qualification equivalent to those set out in (i), (ii), or (iii), Client Adviser Competency Standards (CACS) Assessment Paper 1: Legislations, Regulations & Industry Codes of Practice, Client Adviser Competency Standards (CACS) Assessment Paper 2: Industry & Product Knowledge
Nice to Have
knowledge in booking and settling trades of various asset classes and products a advantage e. g. bonds, equities, FX-linked products, unit trusts, structured notes, and handling account opening documentations, payments and securities transfers will be a advantage
What You'll Do.
Support Relationship Managers in servicing client accounts
and executing client’s transactions
providing excellent administrative and organizational support
Support Client Advisors (RMs) in client interaction
attend to client queries
review and resolve client enquiries and issues in a timely and satisfactory manner
Prompt and accurate processing of clients banking and investment transactions
Provide ongoing financial advisory service to clients
Provides information pertaining to client accounts
Support the team with ad hoc administrative duties
Ensures adherence to local regulations and compliance with internal policies and standards
escalate service issues to relevant internal stakeholders
provide mentorship to new CAAs
participate in ad hoc projects
How You'll Work.
Team & Collaboration
Support Relationship Managers; Support Client Advisors (RMs); Support the team with ad hoc administrative duties; escalate service issues to relevant internal stakeholders; provide mentorship to new CAAs; participate in ad hoc projects
Communication Scope
Good communication skills
Full Job Description
**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 Description** The Client Advisor Assistant Support Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support. It is a Covered Person role i.e., a licensed representative who is in a client-facing role and providing financial advisory services to Accredited Investors. **Responsibilities:** * Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner. * Prompt and accurate processing of clients banking and investment transactions. Activities include order taking and trade execution and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing. * Provide ongoing financial advisory service to clients through the compilation and provision of marketing presentations, publications/research reports/investment products/high conviction recommended lists and attend to investment product queries as required. * Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary. * Support the team with ad h
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