# Client Advisor Assistant

**Company**: UOB Hong Kong
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://uobgroup.wd3.myworkdayjobs.com/en-US/UOBExternal/job/Hong-Kong-City-Area/Client-Advisor-Assistant--Private-Banking_JR92693?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/client-advisor-assistant-7b0da590-ecc/

## Description

We are seeking a Client Advisor Assistant to join our team in Hong Kong.

The successful candidate will be responsible for:

- Prompt and accurate processing of clients' banking and investment transactions

- Attending to clients' queries regarding their accounts and products

- Providing coverage for buddy Client Advisor Assistants

- Adhering to internal policies and procedures and escalating where necessary

- Managing and troubleshooting special situations using process knowledge and engaging Subject Matter Experts

- Providing mentorship to new Client Advisor Assistants and participating in ad hoc projects

The ideal candidate will have:

- A degree in Finance/Business Administration or related disciplines

- At least 5 years of experience as an Assistant Relationship Manager (ARM) in the Wealth Management segment

- Type 1 and 4 licenses

- Knowledge of booking and settling trades of various asset classes and products

- Excellent organisational and client servicing skills

- Ability to multitask and work under time pressure

- Good communication and interpersonal skills

This role falls under the Mandatory Reference Checking (MRC) Scheme introduced by the Hong Kong Monetary Authority (HKMA).

UOB is an equal opportunity employer and welcomes applications from diverse candidates.

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## Skills

### Required
- Finance
- Business Administration
- Wealth Management
- Investment Transactions
- Client Servicing

### Nice to have
- Private Wealth Management (PWM)
- ECF on Private Wealth Management

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Source: [Apply at uobgroup.wd3.myworkdayjobs.com](https://uobgroup.wd3.myworkdayjobs.com/en-US/UOBExternal/job/Hong-Kong-City-Area/Client-Advisor-Assistant--Private-Banking_JR92693?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)