UOB

Client Advisor Assistant, Private Banking

UOB

2 months ago
Onsite
Full Time
Junior
0 applicants
UOB
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About this role

The Client Advisor Assistant supports Relationship Managers in servicing client accounts by providing client-facing administrative and organizational support. This covered-person role involves interacting with clients and assisting in delivering financial advisory services to Accredited Investors. The position sits within the bank’s client/advisory function and requires adherence to regulatory and internal standards.

Skills

Qualifications

GCE A LevelInternational Baccalaureate DiplomaPolytechnic DiplomaCACS Assessment Paper 1CACS Assessment Paper 2
UOB

About UOB

uobgroup.com

Industry

Finance

UOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.

About UOB

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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