Client Advisor Assistant, Private Banking

UOB(2 months ago)

OnsiteFull TimeMedior$83,671 - $112,242 (estimated)Wealth Management

About this role

A Client Associate at UOB supports Relationship Managers by providing operational and administrative support for client banking and investment services, ensuring timely and accurate transaction processing. The role also assists with client communications, preparation of client materials and reports, and ensures adherence to regulatory and internal compliance standards.

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Required Skills

Client Service
Trade Execution
Order Taking
Account Onboarding
Static Maintenance
Asset Transfers
Deposit Processing
Loan Processing
Financial Advisory
Report Preparation

+3 more

Qualifications

Client Advisor Competency Standards (CACS)

About UOB

uobgroup.com

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.

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