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Senior Client Advisor
1 month ago
About the Role
The Senior Client Advisor will be responsible for providing top-quality services to Personal and Business Banking customers, improving portfolio coverage through referrals of wealth and deposit products, including mortgage.
Key Responsibilities
- Provide timely and efficient support to the Senior Client Advisor in account opening/closing and other account-related matters.
- Alternate point of contact for UOB clients, handling client servicing, transactional matters, and Know Your Customer & On Going Review requirements.
- Be knowledgeable about UOB product suites and facilitate the transmission of information to clients.
- Understand clients' financial objectives and tolerance for risk to support the Senior Client Advisor adequately.
- Collaborate with other departments in campaigns to drive deposit growth.
- Accurately record and process clients' instructions.
- Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations.
About the Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs, helping them manage their money wisely and meet their financial goals through an extensive range of products and services.
Requirements
- Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn.
- Excellent understanding of banking industry, platforms, and products.
- Team player and meticulous with an eye for detail.
