Client Advisor Assistant

UOB

Singapore
Client interaction support
Transaction processing
Financial advisory support
Assist Client Advisors in client interactions by addressing queries and resolving issues promptly and satisfactorily

Job Summary

  • Assist Client Advisors in client interactions by addressing queries and resolving issues promptly and satisfactorily.
  • Ensure timely and accurate execution of banking and investment transactions, including trade order taking and execution, account onboarding, and asset processing.
  • Prepare and manage client documentation, reports, and account-related information, while ensuring strict adherence to regulatory requirements and internal policies.

Matching Summary

Assist Client Advisors in client interactions by addressing queries and resolving issues promptly and satisfactorily.

Skills & Requirements

Must-have

  • Client interaction support
  • Transaction processing
  • Financial advisory support
  • Documentation and reporting
  • Compliance and risk management

Nice-to-have

  • Proactive communication
  • Collaborative work environment
  • Process improvement initiatives

Key Requirements

  • CACS 2 - Singapore
  • Client Advisor Competency Standards

Work Rights

Not specified

Tailored Resume

Cover Letter