Client Service Manager, Private Banking

About the role

United Overseas Bank (UOB) is hiring a Client Service Manager for its Private Banking division. The role is a people manager who guides and coaches Client Advisor Assistants (CAAs) and ensures their resources are used optimally.

Key responsibilities

• Day-to-day supervisory oversight of CAAs and resourcing of CAAs, including the need for back-ups (in consultation with Team Leaders)
• Recruitment of CAAs
• Coordinate across departments to implement and deliver client commitments
• Escalate service issues to relevant internal stakeholders
• Mentor new CAAs and take part in ad hoc projects such as systems application UAT, process improvements and focus groups
• Develop and test contingencies so service expectations are maintained during disruptions such as emergency or medical leave
• Optimize existing client servicing processes

Required profile

• Minimum Diploma or Degree holder
• At least 5-7 years of prior experience as an Assistant Relationship Manager (ARM) in the Wealth Management segment
• CACS Certification (Paper 1 and 2)
• Experience leading a team is a strong advantage

Required skills

• Knowledge of booking and settling trades across asset classes and products (Fixed Income, Equities, FX-linked products, unit trust funds, Structured Notes) is a strong advantage
• Handling account opening documentation, payments and securities transfers is a strong advantage