Manager, Client Advisor Assistant, Private Bank
Job details
Manager, Client Advisor Assistant, Private Bank Posting Date: 16 Apr 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd 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. About the Department UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on theGroup's comprehensive suite of personal, business and investment services. Job Responsibilities
- Delivers superior client experience through understanding, anticipating, and executing client's transactions and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investment transactions. Activities include and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing.
- Market covered: Asia
- Track and manage document deficiencies attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner
- Coordinate across departments to implement and deliver on client commitments
- Escalate service issues to relevant internal stakeholders
- As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups.
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'job_type_id' => null, 'description' => null, 'pay_status' => 'Free', 'external_job_description' => '<b> Manager, Client Advisor Assistant, Private Bank </b> <br> <br> <br> Posting Date: 16 Apr 2024 <br> <br> <br> Location: <br> Singapore (City Area), Singapore, SG, 048624 <br> <br> <br> Company: United Overseas Bank Ltd <br> <br> <br> <br> <b> About UOB </b> <br> <br> <br> 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. <br> <br> <br> <br> <b> About the Department </b> <br> <br> <br> <br> <b> UOB Private Bank </b> <br> is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on theGroup's comprehensive suite of personal, business and investment services. <br> <br> <br> <br> <b> Job Responsibilities </b> <ul> <li> Delivers superior client experience through understanding, anticipating, and executing client's transactions and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investment transactions. Activities include and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing. </li> <li> Market covered: Asia </li> <li> Track and manage document deficiencies attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner </li> <li> Coordinate across departments to implement and deliver on client commitments </li> <li> Escalate service issues to relevant internal stakeholders </li> <li> As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. </li></ul> <b> Job Requirements </b> <br>• Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) <br> • CACS Certification (Paper 1 & 2) - a strong advantage <br> • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.FixedIncome, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling accountopeningdocumentations, payments and securities transfers. <br> <br> <br> <br> <b> Generic Skills </b> <br> • Service Orientation <br> • Communication <br> • Problem Solving <br> • Interpersonal Skills <br> • Teamwork <br> • Lifelong Learning <br> <br> <br> <br> <b> Technical Skills </b> <br> • Account Management <br> • Technology Application <br> • Service Challenges <br> • Stakeholder Management <br> • Partnership Management <br> <br> <br> <br> <b> Be a part of UOB Family </b> <br> <br> <br> 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. 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This is a IAP certified course that will demonstrate to leading employers you are continually developing yourself and will make you a desirable candidate across leading industries.<br /> <br /> <strong>Learning Outcomes</strong> <ul> <li>Learn to build an effective income generating funnel</li> <li>Learn to advertise successfully on social media platforms</li> <li>Maximise results from online advertising</li> <li>Do online advertising the way the pros do</li> <li>Build a large customer base to drive more traffic</li> </ul> <strong>Course Curriculum</strong><br /> <br /> Module 01: Introduction<br /> <br /> Module 02: Funnel Building<br /> <br /> Module 03: Intro To Lead Generation<br /> <br /> Module 04: Lead Gen - Lead Magnets<br /> <br /> Module 05: Lead Gen - Landing Pages<br /> <br /> Module 06: Lead Gen - Getting Traffic<br /> <br /> Module 07: Intro To LinkedIn Advertising<br /> <br /> Module 08: LinkedIn Ads - Campaign Manager<br /> <br /> Module 09: LinkedIn Ads - Creating Ads That Sell<br /> <br /> Module 10: Intro To Banner Advertising<br /> <br /> Module 11: Banner Ads - Designing The Ad<br /> <br /> Module 12: Banner Ads - Ad Campaign Goals<br /> <br /> Module 13: Banner Ads - Setting UO & Running Campaigns<br /> <br /> Module 14: Intro To Twitter Timeline Ads<br /> <br /> Module 15: Twitter Ads - Campaign Objects & Details<br /> <br /> Module 16: Twitter Ads - Ad Groups & Targeting<br /> <br /> Module 17: Twitter Ads - Creating The Ad & Launching<br /> <br /> Module 18: Intro To Facebook Newsfeed Ads<br /> <br /> Module 19: Facebook Ads - Marketing Objectives<br /> <br /> Module 20: Facebook Ads - Ad Targeting & Budgeting<br /> <br /> Module 21: Facebook Ads - Creating The Ad<br /> <br /> Module 22: Intro To Search Ads<br /> <br /> Module 23: Search Ads - Marketing Objectives<br /> <br /> Module 24: Search Ads - Ad Groups & Keywords<br /> <br /> Module 25: Search Ads - Creating & Monitoring Ads<br /> <br /> <strong>Method of Assessment</strong><br /> <br /> This is a knowledge-based course, and thus, will contain no method of assessment.<br /> <br /> <strong>Certification</strong><br /> <br /> Upon the successful completion of the course, learners will be awarded an accredited '<strong>Certificate in Online Marketing - Level 3</strong>' by iAP<br /> <br /> <strong>Awarding Body</strong><br /> <br /> The International Awards for Professionals iAP is an awarding body established in 1999 that aims to promote a high educational standard. 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Online Marketing - Level 3 is designed to provide step-by-step instructions on how to be successful in online marketing. Once you understand the basics of online marketing, you will quickly see an increase in your income. There's the potential to be massively successful and achieve the desired results.<br /> <br /> The Online Marketing Course will demonstrate how to advertise on Facebook, LinkedIn, Twitter, Google, and other online advertising platforms. Learn to target your audience through an email list, and be able to communicate with them daily in order to make massive sales. This is not just a system that sounds good, it's actually a system that works successfully.<br /> <br /> The Online Marketing Course will provide a thorough overview of online marketing and how it can work to your advantage if you implement it correctly. You will acquire key skills and techniques to be highly successful and have a potential income that is limitless. This is a IAP certified course that will demonstrate to leading employers you are continually developing yourself and will make you a desirable candidate across leading industries.<br /> <br /> <strong>Learning Outcomes</strong> <ul> <li>Learn to build an effective income generating funnel</li> <li>Learn to advertise successfully on social media platforms</li> <li>Maximise results from online advertising</li> <li>Do online advertising the way the pros do</li> <li>Build a large customer base to drive more traffic</li> </ul> <strong>Course Curriculum</strong><br /> <br /> Module 01: Introduction<br /> <br /> Module 02: Funnel Building<br /> <br /> Module 03: Intro To Lead Generation<br /> <br /> Module 04: Lead Gen - Lead Magnets<br /> <br /> Module 05: Lead Gen - Landing Pages<br /> <br /> Module 06: Lead Gen - Getting Traffic<br /> <br /> Module 07: Intro To LinkedIn Advertising<br /> <br /> Module 08: LinkedIn Ads - Campaign Manager<br /> <br /> Module 09: LinkedIn Ads - Creating Ads That Sell<br /> <br /> Module 10: Intro To Banner Advertising<br /> <br /> Module 11: Banner Ads - Designing The Ad<br /> <br /> Module 12: Banner Ads - Ad Campaign Goals<br /> <br /> Module 13: Banner Ads - Setting UO & Running Campaigns<br /> <br /> Module 14: Intro To Twitter Timeline Ads<br /> <br /> Module 15: Twitter Ads - Campaign Objects & Details<br /> <br /> Module 16: Twitter Ads - Ad Groups & Targeting<br /> <br /> Module 17: Twitter Ads - Creating The Ad & Launching<br /> <br /> Module 18: Intro To Facebook Newsfeed Ads<br /> <br /> Module 19: Facebook Ads - Marketing Objectives<br /> <br /> Module 20: Facebook Ads - Ad Targeting & Budgeting<br /> <br /> Module 21: Facebook Ads - Creating The Ad<br /> <br /> Module 22: Intro To Search Ads<br /> <br /> Module 23: Search Ads - Marketing Objectives<br /> <br /> Module 24: Search Ads - Ad Groups & Keywords<br /> <br /> Module 25: Search Ads - Creating & Monitoring Ads<br /> <br /> <strong>Method of Assessment</strong><br /> <br /> This is a knowledge-based course, and thus, will contain no method of assessment.<br /> <br /> <strong>Certification</strong><br /> <br /> Upon the successful completion of the course, learners will be awarded an accredited '<strong>Certificate in Online Marketing - Level 3</strong>' by iAP<br /> <br /> <strong>Awarding Body</strong><br /> <br /> The International Awards for Professionals iAP is an awarding body established in 1999 that aims to promote a high educational standard. They hope to create online education that is trustworthy and credible. They are focused on raising the standards of online education and ensuring it is accessible to all. The iAP provides accreditation for a range of educational establishments and monitors and continually develops the educational standards of such institutions. Their globally recognised certifications give learners the opportunity to acquire the skills and knowledge needed to gain employment in the chosen fields.<br /> <br /> <strong>About the Tutor</strong><br /> <br /> Prof. Paul is a Business Consultant, Psychology & Health Expert, Serial Entrepreneur, CEO, Corporate Trainer, Professional Speaker, and Award-Winning University Professor from St. Petersburg, Florida. He has four advanced degrees in a range of specialised fields including business, health, and psychology. He has a love and passion for his work and he aims to share his knowledge with others and make them massively successful. 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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. <br> <br> <br> <br> <b> About the Department </b> <br> <br> <br> <br> <b> UOB Private Bank </b> <br> is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on theGroup's comprehensive suite of personal, business and investment services. <br> <br> <br> <br> <b> Job Responsibilities </b> <ul> <li> Delivers superior client experience through understanding, anticipating, and executing client's transactions and providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investment transactions. Activities include and is not limited to account onboarding and static maintenance, asset transfers, deposit, and loan processing. </li> <li> Market covered: Asia </li> <li> Track and manage document deficiencies attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner </li> <li> Coordinate across departments to implement and deliver on client commitments </li> <li> Escalate service issues to relevant internal stakeholders </li> <li> As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. </li></ul> <b> Job Requirements </b> <br>• Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) <br> • CACS Certification (Paper 1 & 2) - a strong advantage <br> • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.FixedIncome, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling accountopeningdocumentations, payments and securities transfers. <br> <br> <br> <br> <b> Generic Skills </b> <br> • Service Orientation <br> • Communication <br> • Problem Solving <br> • Interpersonal Skills <br> • Teamwork <br> • Lifelong Learning <br> <br> <br> <br> <b> Technical Skills </b> <br> • Account Management <br> • Technology Application <br> • Service Challenges <br> • Stakeholder Management <br> • Partnership Management <br> <br> <br> <br> <b> Be a part of UOB Family </b> <br> <br> <br> UOB is an equal opportunity employer. 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Hiring company
United Overseas Bank
-
Customer Experience Manager Advanced Diploma Course LineAED 89Duration: Upto 17 Hours
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Online Marketing Study 365AED 89Duration: 2 Hours
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