Account Manager

Posting Date: 7 Feb 2025

Location:
Singapore (City Area), 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 $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business, and investment services.

Job Responsibilities

• The Account Manager supports RMs in servicing client accounts through understanding, anticipating, and executing client's transactions and providing excellent advisory support.
• It is a Covered Person role i.e., a licensed representative who is in a client-facing role and providing financial advisory services to Accredited Investors.
• Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.
• Support franchise activities through improving book coverage via referral of wealth and deposit products, including mortgages.
• Be knowledgeable about the landscape of UOB product suites, and facilitate the transmission of information to our clients.
• Understand clients' financial objectives and tolerance for risk in order to support Senior Client Advisor activities and adherence to Fair Dealing guidelines.
• Participate with Deposit campaigns to drive deposit growth.
• Ensure prompt and accurate processing of clients' banking and investment transactions. Activities include order taking, trade execution, deposit, and loan processing.
• Provide ongoing financial advisory service to clients through the compilation and provision of marketing presentations, publications/research reports/investment products/high conviction recommended lists and attend to investment product queries as required.
• Provide information pertaining to client accounts as well as collate reports, prepare client documents, and follow up with clients, if necessary.
• Ensure adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders.
• As and when required, senior Account Managers are required to provide mentorship to new Account Managers as well as participate in ad hoc projects e.g., systems application UAT, process improvements, and focus groups.

Job Requirements

• Excellent interpersonal and communication skills coupled with adaptability and willingness to learn.
• Excellent understanding of the banking industry, platforms, and products.
• Team player and meticulous with an eye for detail.

Academic qualification:
(i) a GCE 'A' Level certificate with passes in at least three subjects at "Higher 2" level and two subjects at "Higher 1" level, or
(ii) an International Baccalaureate Diploma or
(iii) a diploma awarded by a polytechnic in Singapore; or
(iv) an academic qualification equivalent to those set out in (i), (ii), or (iii).

Client Adviser Competency Standards (CACS) Assessment
Paper 1: Legislations, Regulations & Industry Codes of Practice
Paper 2: Industry & Product Knowledge

Be a part of UOB Family

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. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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