Client Service Manager, Private Banking
UOB · Central Region (City Area)
Full-timeonsitemidCustomerCustomer Service
รายละเอียดงาน / Description
Based in Singapore, this role involves managing and optimizing client servicing processes within Private Banking. The manager will lead and mentor Client Advisor Assistants, ensuring efficient resource utilization and high service standards. This position requires coordinating with various departments to fulfill client commitments and resolving service issues effectively.
หน้าที่ความรับผิดชอบ / Responsibilities
- Guide and coach Client Advisor Assistants (CAAs)
- Oversee daily activities of CAAs
- Manage CAA resourcing and backup planning
- Coordinate with departments for client commitments
- Escalate service issues to internal stakeholders
- Develop contingency plans for service disruptions
คุณสมบัติ / Qualifications
- Diploma or Degree holder
- 5-7 years experience as an Assistant Relationship Manager in Wealth Management
- CACS Certification (Paper 1 & 2)
- Knowledge of various asset classes and product trading
- Experience leading a team is a strong advantage
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Client Servicing
- Team Leadership
- Process Optimization
- Private Banking
- CACS
ทักษะเพิ่มเติม / Nice to have
- Fixed Income
- Equities
- FX-linked products
- Unit Trusts
- Structured Notes