Client Advisor Assistant

About UOB

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.

Job Description

Client Engagement & Support

• Assist Client Advisors (RMs) in client interactions by addressing queries and resolving issues promptly and satisfactorily.
• Maintain high standards of client service through proactive communication and follow-up.

Transaction Processing

• Ensure timely and accurate execution of banking and investment transactions, including:
• Trade order taking and execution
• Account onboarding and static data maintenance
• Asset transfers, deposits, and loan processing

Financial Advisory Support

• Provide ongoing support in financial advisory services by:
• Compiling and distributing marketing materials, research publications, and investment product information
• Responding to client inquiries related to investment products and high-conviction recommendations

Documentation & Reporting

• Prepare and manage client documentation, reports, and account-related information.
• Coordinate follow-ups with clients to ensure completion of required actions.

Administrative & Team Support

• Perform ad hoc administrative tasks to enhance overall team efficiency and client service delivery.
• Participate in team initiatives and contribute to a collaborative work environment.

Compliance & Risk Management

• Ensure strict adherence to local regulatory requirements and internal policies.
• Escalate service or compliance issues to relevant internal stakeholders as necessary.

Mentorship & Project Participation

• Provide guidance and mentorship to new CAAs when required.
• Contribute to ad hoc projects such as system UATs, process improvement initiatives, and focus groups.

Additional Requirements

CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore, Client Advisor Competency Standards (CACS) - Singapore

Be a Part of the UOB Family

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.

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