Senior Officer, Client Assurance Officer

1 week ago


Singapur, Singapore UOB Full time

Senior Officer, Client Assurance Officer Apply for the Senior Officer, Client Assurance Officer 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. Job Description Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document used for assessing customer’s financial objectives, risk profile, financial situation & etc.) into a centralized record for callbacks. Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions. Maintaining accurate records of the outcome of the calls with customers. Working closely with the sales team to promptly elevate or relay any customer concerns or questions. Taking on additional responsibilities as needed, in line with the evolving requirements of the organization. Ability to extend work hours when necessary and/or staggered hours may be needed when necessary. Job Requirements Customer‑centric and excellent interpersonal communication skills for effective customer interactions. Knowledge of FAA regulations, needs analysis and experience in selling investments and insurance products will be an advantage. Proficient in Microsoft Excel. Additional Requirements 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 Mid‑Senior level Employment type Full‑time Job function Other, Information Technology, and Management Industries Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



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