4,176 Banking & Finance jobs in Singapore

Valuation Associate (Jan 2026 onwards) Singapore Posted 1 month ago

Singapore, Singapore Grant Thornton Singapore Pte Ltd.

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Job Description

Our Valuation team blends technical expertise with a pragmatic outlook to deliver support during the financial reporting process, transactions, restructuring and disputes. The Valuation team creates meaningful value tailored to the needs of each client and is agile and adaptable to market developments.

The team’s open culture nurtures the team members to speak freely. Be it clarifications for a project or career aspirations, the team builds up its people to gain the right experience and skills for their career development.

Responsibilities

  • Assist in preparing proposals for internal and external clients
  • Assist in performing valuations of businesses, intellectual property, financial instruments, etc, for the purposes of financial reporting, mergers & acquisitions, dispute resolution, restructuring , and litigation support
  • Perform market and industry research
  • Participate in meetings with internal and external clients together with manager and partner
  • Develop financial models and assist in financial modelling or financial model review assignments
  • Assist in preparing comprehensive valuation reports, presentation decks and review memos which will meet the requirements of both internal andexternal clients
  • Assist in business development activities
  • Assist in other ad-hoc tasks as required

Qualifications and skills

  • Recognised Bachelor's degree in Accounting, Finance, Business or other related fields or equivalent professional qualifications
  • Demonstrate basic accounting knowledge and understanding of financial statements
  • Strong written and verbal communication and presentation skills
  • Strong interest in field of valuation
  • Strong work ethic and the ability to adapt to new challenges in a collaborative team environment
  • Excellent problem-solving skills and the ability to prioritise shifting workloads

If you are interested in this exciting opportunity, please complete the Job Application Form and indicate 122 in the Job ID field. An email will be sent to you within 10-15 minutes for you to submit your CV/resume.

About us

Grant Thornton is a global professional service network of more than 76,000 people in 150 markets. Our team in Singapore is growing rapidly and we know this success is made possible by our people. That’s why we make sure our people have the right tools and environment to thrive.Each individual at Grant Thornton Singapore is empowered to be themselves within an inclusive team. Our supportive structure gives our people the autonomy to shape their careers and drive positive change in the firm. It’s an exciting time to join us as we grow with organisations of all sizes and industries in Singapore, across the region and in the world.We are proud to be an equal opportunity firm where we celebrate what makes our employees unique. We are committed to nurturing our inclusive workplace and strongly encourage people from all backgrounds and walks of life to discover more about us.

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Restructuring & Insolvency Associate / Senior Associate Singapore Posted 1 week ago

Singapore, Singapore Grant Thornton Singapore Pte Ltd.

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Restructuring & Insolvency Associate / Senior Associate

Our Restructuring and Insolvency team works closely with industry professionals, companies and their stakeholders to identify and resolve issues affecting profitability, protect enterprise value and facilitate a full recovery where possible.

The team is made up of young and friendly professionals bringing about an easy-going culture. While projects are often performed in a pressurised environment, the team works collaboratively and supportively across all levels to be able to deliver their best. The leaders in the team are hands-on, guiding and teaching junior members to navigate situations and stakeholders that may be difficult or tricky. Each individual has the space to grow in their own way and to discover what is best for them.

Responsibilities

  • Execute day to day issues on restructuring and insolvency engagements assignments (being, amongst others, liquidation, receivership, judicial management, scheme of arrangement, monitoring / exceptional accountant, debt restructuring and personal insolvency work)
  • Build and maintain strong relationships with internal and client personnel
  • Liaise with stakeholders, creditors and other advisors
  • Prepare draft correspondence, draft reports and draft presentations
  • Reconstruct accounting records, from incomplete information
  • Undertake investigative work for the benefit of recovering assets for the insolvent estate
  • Participate in client meetings
  • Assist seniors with the company analysis, including financial modelling where necessary and assisting in department networking and marketing activities
  • For insolvency work, attend to statutory and compliance matters

Qualifications and skills

  • Bachelor’s degree in Accounting, Business, Economics, Finance or other relevant field
  • Fresh graduate or minimum 1 year of experience for associate role, minimum 2 years of experience for senior associate role
  • Proficient in the use of Microsoft Office Suite, specifically, Excel, PowerPoint and Word
  • Excellent verbal and written communication skills
  • Ability to meet project deadlines with a focus on details
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously

If you are interested in this exciting opportunity, please complete the Job Application Form and indicate 143 in the Job ID field. An email will be sent to you within 10-15 minutes for you to submit your CV/resume.

About us

Grant Thornton is a global professional service network of more than 76,000 people in 150 markets. Our team in Singapore is growing rapidly and we know this success is made possible by our people. That’s why we make sure our people have the right tools and environment to thrive.Each individual at Grant Thornton Singapore is empowered to be themselves within an inclusive team. Our supportive structure gives our people the autonomy to shape their careers and drive positive change in the firm. It’s an exciting time to join us as we grow with organisations of all sizes and industries in Singapore, across the region and in the world.We are proud to be an equal opportunity firm where we celebrate what makes our employees unique. We are committed to nurturing our inclusive workplace and strongly encourage people from all backgrounds and walks of life to discover more about us.

Caring for you so that you can be at your best

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Investment Operations Manager

Singapore, Singapore SPRIM Global Investments Pte, Ltd

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Job Description

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  • Coordinating with the credit structuring team to ensure operational aspects of the loans are met.
  • Coordinating with external stakeholders to ensure funds are disbursed and received timely, rate resets, transactions booking, processing repayments, tracking of tax credits and covenant testing within the agreed timeline.
  • Monitoring and filing of loan documentation (Eg: Loan agreement, Conditions Precedent, Conditions Subsequent, Information Rights, Financial Documents, Budget, Warrants Information).
  • Ensure all loan terms are properly captured and recorded.
  • Point of contact between borrowers, facility agents and external stakeholders and responsible for monitoring status of loan transactions.
  • Work with external vendor on the implementation of the loan management system.
  • Addressing loan operational issues.
  • Continuous process improvements.
  • Other ad-hoc duties assigned from time to time.

Equity Investments

  • Monitoring and filing of equity investment documentation (E.g. Conditions Precedent, Information Rights, Budget).
  • Ensure all equity and warrant investments are properly captured and recorded.

Requirements:

  • Relevant degree with at least 5 to 8 years of relevant working experience.
  • Understanding of loan / fixed income operations and equity investments.
  • Prior audit experience (private equity / venture capital / private debt) will be an added advantage.
  • Prior experience with loan management system or system implementation will be an added advantage.
  • Independent, driven and able to work in a fast paced environment and under pressure.
  • Attention to details, hands-on, meticulous and capable to multi-task effectively.
  • Excellent interpersonal, communication and organization skills.
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Consulting and Finance
  • Industries Venture Capital and Private Equity Principals

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Investment Operations Analyst

Singapore, Singapore Russell Investments

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Job Description: Investment Operations Analyst

Join Russell Investments in Mumbai, a leading global asset management firm with over $1 trillion in assets under advisement. We are seeking an Investment Operations Analyst to support our global operations team, focusing on trade lifecycle management, onboarding, settlements, and reconciliation across various financial products.

Responsibilities include:

  1. Supporting the end-to-end trade lifecycle, including onboarding, settlements, and reconciliation.
  2. Collaborating with internal teams and external partners to ensure operational efficiency and issue resolution.
  3. Performing detailed reconciliations and ensuring accuracy across systems.
  4. Managing operational risk and improving existing processes.

Qualifications:

  • 2-3 years of experience in financial services, preferably in trading operations or reconciliation.
  • Bachelor's degree in finance, economics, or business; CFA or progress towards is a plus.
  • Proficiency in Excel and experience with Bloomberg AIM, custodian portals, and financial systems.
  • Strong communication, organizational, and problem-solving skills.

Core Values: Integrity, collaboration, customer focus, continuous learning, and discretion.

To learn more, visit Russell Investments .

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Online Loan Specialist, Emerging Business

Singapore, Singapore OCBC company

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You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.

You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at or available on request and which you confirm you have read and understood.

Online Loan Specialist, Emerging Business page is loadedOnline Loan Specialist, Emerging Business Apply remote type Onsite locations OCBC Singapore time type Full time posted on Posted 2 Days Ago job requisition id JR0002701WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Why Join

Global Commercial Banking serves businesses of all shapes and sizes, from micro start-ups to small and medium-sized enterprises in a spectrum of industries. We provide key services from trade, financing, and cash management to help businesses buy, sell operate daily. We offer expertise and beyond banking solutions for successful expansion locally and internationally.

Running a business is never easy. That’s where we come in, fulfilling everything beyond banking needs. Fuelled by your empathy for businesses, you’ll stand at the forefront of partnering small and medium-sized companies, supporting them throughout their business lifecycle. With SMEs making up 99% of businesses that provide jobs to 7 out of 10 employees in Singapore, #OpportunityStartsHere on making real impact in developing these vital building blocks of our country’s economy, bringing bold business ambitions of young start-ups to life, being a pillar for business owners to lean on in times of need and a partner to chart their growth today for a stronger tomorrow.

How you succeed

1. Degree holder, with min. 1-2 years of credit and sales experience covering local SMEs preferred.

2. Fervent individual who is self-driven and possesses the willingness to take on additional initiatives to drive the overall business strategy.

3. Strong interpersonal skills, with ability to connect with customers

4. Sound analytical skills with ability to interpret and analyse company financials

5. Passionate individual who is innovative and enjoys a dynamic work environment.

6. Highly focused, driven and results-oriented individual.

What you do

1. Solicit new business loan opportunities through active acquisition of unsecured loan products.

2. Understand the business life cycle of small businesses to help them expand their reach and provide prudent financial solutions to support the companies’ growth.

3. Demonstrate good credit acumen with ability to mitigate financing risk to ensure robustness of our credit portfolio.

4. Strong cross team collaborations with internal and external stakeholders to nurture and grow new business and partnership opportunities.

Who you work with

1. You will work with stakeholders to ensure that new business loans onboarded are of good quality.

2. You will facilitate the loan application for customer and ensure that they has the best experience right from the start.

Qualifications

Who you are
- A degree in a relevant field, such as business, finance, or marketing
- At least 3 years of sales experience in a business banking or related field
- Strong communication, interpersonal, and relationship-building skills
- Ability to work in a fast-paced environment, prioritize tasks, and manage multiple projects simultaneously
- Strong business acumen, with a good understanding of financial products and services
- Results-driven, with a strong track record of achieving sales targets

Who We Are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Similar Jobs (5) Internship: Global Commercial Banking, Emerging Business, EmB Acquisition (December 2025 – May 2026) locations OCBC Singapore posted on Posted 8 Days Ago time left to apply End Date: October 31, 2025 (30+ days left to apply)Internship: Global Commercial Banking, Emerging Business , Business Compliance (January – May 2026) locations OCBC Singapore posted on Posted 8 Days Ago time left to apply End Date: October 31, 2025 (30+ days left to apply)Internship: Global Commercial Banking, Emerging Business, Serial Entrepreneurs & Account Mgmt (January – May 2026) locations OCBC Singapore posted on Posted 8 Days Ago time left to apply End Date: October 31, 2025 (30+ days left to apply)

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Deputy Head Cash Management And Corporate Banking Services (CCS)

Singapore, Singapore Crédit Agricole Group

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Position

Directly reporting to the Head of Cash Management and Corporate Banking Services (CCS), the deputy head of CCS is fully in charge of the Software Engineering practices delegated to him. These practices are organized by Business Lines (Transaction Banking, Trade Finance, Financing, …), in various feature teams in charge of the different applications and projects of the perimeter.

With 350-400 staffs, the department contribute to multiple strategic projects of the bank ranging from 1 to 200 MEuros pluri-annual budget. To do so, the department is developing multiple green-field innovative solutions based on state-of-the-art technological stacks as well as vendor solutions when relevant.

Main responsibilities

· Organize and prepare the Software Engineering practices according to the needs of the bank.

· Create a sustainable and productive environment for the teams to be in the best level of performance while developing themselves.

· Ensure the utmost level of quality of the deliverables produced by the department.

· Manage the budget of both IT Business Lines contribution as well as the department internal budget.

· Implement the directives, ways of working and overall strategy of the bank inside the department.

· Ensure a proper level of project management and software engineering according to the bank standards.

· Represent the department in front of the Business and IT Management in collaboration with head of CCS.

· Ensure a continuous work on the improvement of the Ways Of Working, tooling, sourcing, training, coaching, methodology, software engineering, organization and governance of the department as well as Singapore Center as a whole.

Qualifications and Profile

· At least 15+ years of experience managing development teams

· Strong leadership with capacity to lead by influence

· People centric mindset with successful experiences of senior people development and coaching

· Excellent project/program management expertise (PMP, Prince2, CMMI, RUP, SAFe or LeSS certifications are appreciated)

· Strong curious mindset with lifelong learner approach

· Experience in designing and delivering green field projects

· Relevant experience in DevOps/SRE/Platform Engineering approach

· Strong programming background (Java, .Net, Go, Rust, Node.JS, …)

· Hands-on design experience with APIs, microservices, UI/UX technologies, big data, cloud, API, etc.

· Domain knowledge in Payments, Cash Management or Corporate Banking is an advantage

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Operations, Analyst | Singapore, SG

Singapore, Singapore AIA Singapore Private Limited

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Job Description

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you'll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

We are on the search for an Operations Analyst!

Be responsible for providing operational support to International Wealth (IW) to ensure smooth execution of the sales processes.

Job Responsibilities

  • Liaise between IW team and local AIA internal parties to bridge operations disparity to support business model of IW.
  • Lead the reviews of Introducer agreements for its operational feasibility, partner key AIA control parties (e.g., Legal, Compliance, etc) to ensure IWH's processes /procedures adheres to government regulation and laws.
  • Design and maintain the Introducers database and its continuous enhancements.
  • Tracking and reporting of business activities, translating data into dashboards and scheduled reports to spot business trends and support business reviews.
  • Support IW initiatives for process improvements, participate in providing conceptualized feedbacks for betterment of current processes.
  • Accounting for all incoming moneys (commission and production credits) and execution of payments.
  • Build and maintain communication materials/ eDM.and operation manuals for workflows and guidelines.
  • Supports IW customer experience through designing and delivering bespoke services. Own servicing related matters (i.e., customer onboarding, annual review packs, ad-hoc servicing requests)

Job Requirements
  • Degree or Diploma.
  • Minimum 4 years of relevant working experience, preferably in Insurance Operations
  • Related insurance qualifications such as M5, M9 and LOMA would be an advantage.
  • Able to work independently and with a team in a dynamic environment.
  • Meticulous, has an eye for detail
  • Self-starter who constantly strives for excellence.
  • Strong communication skills, proactive, good problem-solving skills
  • Proficient in Microsoft Excel, PowerPoint, SharePoint, and other applications.

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.

If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.

Instead, please report the message to our support team at .

It is advisable to always verify job offers directly with the hiring company.

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance g.

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Recruiter-Financial Industry

Singapore, Singapore Monster.com SG Pte Limited

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? We're Hiring: Recruiter Finance Industry

Position: Recruiter

Location: Lower Delta Road

Company: Momentous Hallmark Group

Experience Required: 1 years in recruitment, preferably within the finance or banking sector

Industry: Financial Services / Banking / Investment

We are currently seeking a talented and driven Recruiter to join our Human Resources team, with a focus on sourcing and hiring top talent for roles across the financial services domain. This position is ideal for someone with a strong understanding of the finance industry and a proven track record in full-cycle recruitment.

Key Responsibilities:
  • Lead end-to-end recruitment efforts for positions across finance functions including accounting, audit, investment, risk, compliance, and more
  • Partner with hiring managers to understand workforce needs and design effective sourcing strategies
  • Source high-caliber candidates through platforms such as Foundit, LinkedIn, Naukri, and industry-specific databases
  • Conduct thorough screening and assessments to ensure technical and cultural fit
  • Manage interview logistics, feedback collection, and offer negotiations
  • Maintain accurate and up-to-date records in the applicant tracking system (ATS)
  • Stay updated with market trends and competitor hiring practices in the financial sector
Ideal Candidate Profile:
  • Bachelor's degree or Diploma in HR, Business, Finance, or related field
  • Minimum of 1 years experience in recruiting, with a strong preference for candidates with exposure to financial services recruitment
  • Solid understanding of finance-related roles and the skills/qualifications associated with them
  • Excellent communication, negotiation, and stakeholder management skills
  • Proficiency with ATS platforms and sourcing tools

Interested candidates may apply directly via Foundit or send updated resume to Whatsapp 9059 6000 with the subject line Application Finance Recruiter.

Join us in shaping the future of financeone great hire at a time.

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AVP, Investment Operations Specialist, Global Financial Markets Operations

Singapore, Singapore DBS Bank

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Job Description

AVP, Investment Operations Specialist, Global Financial Markets Operations (GFMO), Group COO - (WD73709)

Business Function

Global Financial Market Operation (GFMO) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In GFMO, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Job Purpose

We are looking for an dedicated project specialist to be an integral member of the GFM Ops- Documentation team, primarily responsible to transform how GFMO does business. The incumbent is responsible for project management, drive adoption of GenAI with the aim to drive improvement in documentation area, provide operational resilience and mitigate potential risks in Group Operations.

Reponsibilities

  • Lead Change & Transformation: Decisively direct and swiftly manage change initiatives, ensuring seamless transitions and minimizing disruption. This includes proactive identification and mitigation of risks associated with process changes.

  • Process Optimization & Automation: Identify opportunities to automate manual processes to enhance productivity, improve control, and reduce operational errors. This involves gathering user requirements, reviewing functional design documents, participating in user acceptance testing, and collaborating with IT and other relevant teams.

  • Operational Excellence & Risk Management: Develop, maintain, and regularly review Standard Operating Procedures (SOPs), including Business Continuity Plans (BCP). Proactively identify, assess, and mitigate operational risks.

  • Stakeholder Management & Collaboration: Effectively collaborate with business units, external customers, and various stakeholders to gather input, ensure alignment, and deliver value-added contributions.

  • Performance Monitoring & Reporting: Ensure accurate and timely reporting on key performance indicators (KPIs) to management, highlighting progress against targets and identifying areas for improvement.

  • Documentation & Knowledge Management: Develop and maintain comprehensive operational manuals prior to initiatives go live which includes timely updates to reflect changes and best practices.

  • Deliver on data related requests including deepdive analysis, simulations, GenAI, develop Control Towers and dashboards to drive adoption of Control Towers for decision making and promote learning through experiments.

Requirements

  • Preferably Degree holder in Banking and Finance

  • Min 5-8 years of banking experience

  • Experience in various back-office operation functions which includes processing, reconciliations, confirmation, etc

  • Good understanding of the end-to-end transaction lifecycle of OTC products

  • Proficient in MS Excel, VBA and Python are added advantage

  • Good understanding of GenAI

  • Team player who can work independently

  • Able to work in fast paced environment

  • Willing to work on splits Ops locations

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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Client Advisor Assistant, Private Bank

Singapore, Singapore UOB

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Join to apply for the Client Advisor Assistant, Private Bank role at UOB

1 day ago Be among the first 25 applicants

Join to apply for the Client Advisor Assistant, Private Bank role at UOB

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 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.

Job Description

  • 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.
  • Prompt and accurate processing of clients banking and investment transactions. Activities include order taking and trade execution and is not limited to account onboarding and static maintenance, asset transfers, 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.
  • Provides information pertaining to client accounts as well as collates reports, prepares client documents and follow-ups with clients, if necessary.
  • Support the team with ad hoc administrative duties to ensure that optimal client service is provided.
  • Ensures adherence to local regulations and compliance with internal policies and standards and escalate service issues to relevant internal stakeholders
  • As and when required, senior CAAs are required to provide mentorship to new CAAs as well as participate in ad hoc projects e.g., systems application UAT, process improvements and focus groups.

Additional Requirements

CACS 1 - Client Advisor Competency Standards Paper 1 - Singapore, CACS 2 - Client Advisor Competency Standards Paper 2 - Singapore

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.

Apply now and make a Difference

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Consulting, Information Technology, and Sales
  • Industries Banking

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Get notified about new Client Advisor jobs in Singapore, Singapore .

BDO Private Bank Singapore - Relationship Manager (Wealth Management) Client Advisor - Global Family & Institutional Wealth Assistant/ Manager, Private Client Experience Senior Director, Client Executive Manager Client Development Manager, South Asia Pacific Client Relationship Manager, Global Benefits Management Client Account Manager - Global Family and Institutional Wealth

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