Client banking and investment transaction processing
Account onboarding and static maintenance
Asset transfers and deposit/loan processing
UOB is a leading bank in Asia with a global network spanning 19 countries and over 500 branches and offices
Job Summary
UOB is a leading bank in Asia with a global network spanning 19 countries and over 500 branches and offices.
The role involves prompt and accurate processing of client banking and investment transactions, as well as providing coverage for buddy Client Advisor Assistants.
UOB is an equal opportunity employer committed to non-discrimination and offers assistance or accommodations during the recruitment process.
Matching Summary
UOB is a leading bank in Asia with a global network spanning 19 countries and over 500 branches and offices.
Skills & Requirements
Must-have
Client banking and investment transaction processing
Account onboarding and static maintenance
Asset transfers and deposit/loan processing
Trade booking and settlement knowledge
Client servicing and query handling
Adherence to internal policies and escalation
Nice-to-have
Mentorship and training of new assistants
Participation in system UAT and process improvements
Effective communication and interpersonal skills
Ability to multitask under time pressure
Collaboration with subject matter experts
Key Requirements
Degree in Finance or Business Administration
At least 5 years as Assistant RM in Wealth Management
Type 1 and 4 licensed
Knowledge of various asset classes and products
ECF on Private Wealth Management preferred
Compliance with HKMA Mandatory Reference Checking Scheme