Client Advisor Assistant, Private Banking at UOB

職位	Client Advisor Assistant, Private Banking
刊登日期	01 Aug 2026
已過期	31 Aug 2026
公司名稱	UOB
地點	香港 \| HK
僱傭形式	Full Time

職位描述：

最新職位資訊來自 UOB 職位為 Client Advisor Assistant, Private Banking. If the Client Advisor Assistant, Private Banking 職位空缺在香港符合您的資格，請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意，求職申請並非總是容易的，申請人必須符合公司設定的特定要求。我們希望以下在 UOB 職位為 Client Advisor Assistant, Private Banking 的職業機會適合您的專業資格。

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 新加坡 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 公司名稱, our colleagues or our customers.

公司名稱: 1201 UOB 香港

Job Description

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, track and manage document deficiencies
Attend to client’s queries with regards to his accounts with UOB and products and services offered by us
Provide coverage for buddy Client Advisor Assistants (CAAs)
Adhere to Internal policies & procedures and elevate where necessary
Manage and trouble-shoot special situations using process knowledge and engaging Subject Matter Experts
As and when required, provide mentorship to new CAAs as well as participate in ad hoc projects e.g., System UAT, process improvements and focus groups

Job Requirements

Degree holder in Finance/Business Administration or related disciplines
At least 5 years of experience as an Assistant RM (ARM) in the Wealth Management segment
Type 1 and 4 licensed
Knowledge in booking and settling trades of various asset classes and products e.g. Fixed Income Equities, FX-linked products, Mutual Funds, Structured Notes, and handling account opening documentations, payments and securities transfers
Excellent organizational and client servicing skills
Ability to multi-tasking and work under time pressure
Good communication and interpersonal skills and ability to interact effectively with all key stakeholders
Holder of ECF on Private Wealth Management (PWM) accredited by Private Wealth Management Association (PWMA) is preferred

Important Notice – HKMA Mandatory Reference Checking Scheme

This role falls under the Mandatory Reference Checking (MRC) Scheme introduced by the 香港 Monetary Authority (HKMA), effective from 30 September 2025. As part of the hiring process, we are required to request conduct-related reference information from your current and previous employers (authorized institutions) covering the past seven years. The MRC Scheme aims to strengthen integrity and transparency in the banking industry and prevent the recurrence of misconduct across institutions. All reference checks will be carried out in accordance with the Personal Data (Privacy) Ordinance (PDPO) and relevant regulatory guidelines. For more information, please refer to HKAB’s MRC Scheme FAQ for In-Scope Individuals

Additional Requirements

Develop, Develop, Engage, Execute, Strategise, Engage, Execute, Strategise

Be a Part of the 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.

#J-18808-Ljbffr

工作資料：

公司名稱: UOB
職位: Client Advisor Assistant, Private Banking
工作地點: 香港
國家: HK

如何提交申請：

在閱讀並了解職位資料中說明的入職標準及最低資格要求後， Client Advisor Assistant, Private Banking at the office 香港以上，請立即準備好求職信、履歷表（CV）、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

下一頁 »

Client Advisor Assistant, Private Banking at UOB

職位描述：

工作資料：

如何提交申請：

相關職位空缺

3D Game Environment Artist at Nex

Marketing Intern at Prenetics Limited

E&M Engineer - Electrical & HVAC Design & Install at Leadingnation

Senior SMB Growth Executive – 香港 & GCR at Shopify

Senior Quant Derivatives Arbitrage Strategist at Shanxi Securities International Financial Holdings Limited