Client Advisor Assistant, Private Banking
UOB · Central Region (City Area)
Full-timeonsiteentrySalesSales
รายละเอียดงาน / Description
Based in Singapore, this role supports Client Advisors in the Private Banking sector by managing client accounts and executing transactions. The position involves providing administrative and organizational support, handling client queries, and processing banking and investment activities. This is a client-facing role requiring financial advisory services for Accredited Investors.
หน้าที่ความรับผิดชอบ / Responsibilities
- Assist Client Advisors with client interactions and resolve inquiries promptly
- Process banking and investment transactions accurately, including order taking and account maintenance
- Provide financial advisory services, preparing marketing materials and responding to product queries
- Gather client account information, prepare reports, and follow up with clients
- Perform administrative duties to ensure excellent client service
- Ensure compliance with regulations and internal policies, escalating issues as needed
คุณสมบัติ / Qualifications
- Possess a GCE 'A' Level certificate, International Baccalaureate Diploma, or Singaporean polytechnic diploma
- Completed Client Adviser Competency Standards (CACS) Assessment Papers 1 and 2
- Meticulous, a team player with strong motivation for client service
- Excellent communication skills and ability to manage time and priorities
- Experience as an Assistant Relationship Manager in priority banking or wealth segments is beneficial
- Knowledge of booking and settling trades across various asset classes is an advantage
ทักษะที่ต้องการ / Required skills
- Client Service
- Administrative Support
- Financial Advisory
- Compliance
- Communication
- Time Management
ทักษะเพิ่มเติม / Nice to have
- Private Banking
- Wealth Management
- Trade Execution
- Investment Products
- Account Opening
- Securities Transfer