Manager, Client Advisor Assistant, Private Wealth - Singapore - UNITED OVERSEAS BANK LIMITED

UNITED OVERSEAS BANK LIMITED

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

About the Department:

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above.

Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.

Job Responsibilities:

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/MarketHead/Senior Team Lead)

Market covered: Asia
Prompt and accurate processing of client 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 attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner
Coordinate across departments to implement and deliver on client commitments
Escalate service issues to relevant internal stakeholders

Job Requirements:

Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) in the Wealth Management segment (including Premier / Priority Banking segment)
CACS Certification (Paper 1 & 2) a strong advantage
Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g. Fixed
Income, Equities, FXlinked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.

Genetic Skills