Client Advisor Assistant, Private Banking

UOB United Overseas Bank Limited

Singapore
Client interaction and query resolution
Processing banking and investment transactions
Adherence to local regulations and compliance
The role involves supporting Relationship Managers in servicing client accounts by understanding and executing client transactions

Job Summary

  • The role involves supporting Relationship Managers in servicing client accounts by understanding and executing client transactions.
  • Candidates must be licensed representatives capable of providing financial advisory services to Accredited Investors.
  • The position requires adherence to local regulations and internal policies while ensuring optimal client service delivery.

Matching Summary

The role involves supporting Relationship Managers in servicing client accounts by understanding and executing client transactions.

Skills & Requirements

Must-have

  • Client interaction and query resolution
  • Processing banking and investment transactions
  • Adherence to local regulations and compliance

Nice-to-have

  • Meticulous attention to detail
  • Strong team player with motivation
  • Excellent communication skills

Key Requirements

  • GCE A Level or Polytechnic Diploma qualification
  • CACS Assessment Paper 1 and 2 certification
  • Experience in priority banking or wealth segments

Work Rights

Not specified

Tailored Resume

Cover Letter