Deskripsi Pekerjaan
Are you an aspiring financial professional looking to build a career in wealth management with one of Asia's most prestigious financial institutions? United Overseas Bank (UOB) is seeking a motivated Assistant Private Banking Advisor to join our high-performing team in Singapore. In this pivotal role, you will work closely with Senior Relationship Managers to deliver bespoke financial solutions to our high-net-worth clients.
As part of the UOB family, you will be immersed in a culture that values excellence, innovation, and long-term relationships. You will play a critical role in supporting the end-to-end client onboarding process, managing complex portfolios, and ensuring seamless delivery of investment advisory services. If you possess a keen analytical mind, a passion for capital markets, and a commitment to exceptional client service, we invite you to grow your career with us.
Tanggung Jawab
- Assist Senior Private Bankers in managing and nurturing a portfolio of high-net-worth individual (HNWI) clients.
- Conduct thorough market research and provide insightful analysis on investment products and market trends.
- Support the client onboarding process, including KYC/AML documentation, account opening, and compliance checks.
- Prepare high-quality presentation materials and portfolio performance reports for client review meetings.
- Facilitate smooth execution of trades and cross-functional requests across various internal departments.
- Maintain precise client records and update CRM systems to ensure accurate tracking of client interactions.
- Assist in organizing and executing client events and networking initiatives to strengthen business relationships.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Banking, or a related professional discipline.
- Minimum 1-3 years of experience in the banking or financial services industry, preferably in a private banking or wealth management support role.
- Strong understanding of investment products, including equities, bonds, FX, and structured products.
- Proficiency in regulatory requirements regarding wealth management and banking compliance in Singapore.
- Excellent communication and interpersonal skills, with the ability to engage confidently with stakeholders at all levels.
- High level of proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Professional certifications such as CACS or CMFAS qualifications are highly preferred.