Client Advisor Assistant

Singapore
Permanent
Full-time

22 days ago

About UOBUnited 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▪ 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 hoc administrative duties to ensure that optimal client
service is provided.
▪ Ensures adherence to local regulations and compliance with internal policies and
standards and escalate service issues to relevant internal stakeholders
▪ As and when required, senior CAAs are required to provide mentorship to new
CAAs as well as participate in ad hocAdditional RequirementsCACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - SingaporeBe a Part of the UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.Apply now and make a Difference

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