Avp, Private Banking - Rm Assistant

UOB United Overseas Bank Limited

Hong Kong
Process banking and investment transactions
Handle asset transfers and loan processing
Manage document deficiencies and onboarding
The role involves prompt and accurate processing of clients' banking and investment transactions including account onboarding and asset transfers

Job Summary

  • The role involves prompt and accurate processing of clients' banking and investment transactions including account onboarding and asset transfers.
  • Candidates must possess at least 5 years of experience as an Assistant RM in the Wealth Management segment with Type 1 and 4 licenses.
  • This position falls under the HKMA Mandatory Reference Checking Scheme effective from September 30, 2025.

Matching Summary

The role involves prompt and accurate processing of clients' banking and investment transactions including account onboarding and asset transfers.

Skills & Requirements

Must-have

  • Process banking and investment transactions
  • Handle asset transfers and loan processing
  • Manage document deficiencies and onboarding
  • Troubleshoot special situations with SMEs

Nice-to-have

  • Provide mentorship to new CAAs
  • Participate in system UAT projects
  • Strong organizational and multi-tasking skills
  • Ability to work under time pressure

Key Requirements

  • Degree in Finance/Business Administration
  • 5 years experience as Assistant RM
  • Type 1 and 4 licensed
  • ECF on Private Wealth Management preferred

Work Rights

Not specified

Tailored Resume

Cover Letter