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This job is for a Client Advisor Assistant at UOB, helping wealthy clients manage their investments. You might like this job because you’ll provide tailored support, tackle diverse financial tasks, and collaborate with a dynamic team.
Undisclosed
Singapore (City Area), Singapore, SG, 048624, Kuala Lumpur
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. UOB Private Bank • Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) Technical Skills UOB 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.About UOB
About the Department
is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million 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
Job Requirements
• 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, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers.
Generic Skills
• Service Orientation
• Communication
• Problem Solving
• Interpersonal Skills
• Teamwork
• Lifelong Learning
• Account Management
• Technology Application
• Service Challenges
• Stakeholder Management
• Partnership ManagementBe a part of UOB Family
Apply now and make a difference.
Access a range of resources to stay fit and healthy as you build your life and career.
We offer a wide variety of leave schemes to help you make time for people and events that matter to you.
Our insurance plans can help you to ride out challenging times and unforeseen circumstances.
Enjoy banking privileges designed to support your life goals.
Access a variety of flexible work arrangements to manage your work and life with greater ease.
Last active - few hours ago
0 - 10 Years of Experience