Client Assurance Analyst: Wealth Advisory Calls

UOB Venture; Singapore; On-site; SGD 42,000 - 65,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a Customer Assurance Specialist to support client engagement and compliance across wealth advisory processes in Singapore. You will review profiles, perform updates to MWP records, and engage customers via guided calls.

The role requires strong communication, familiarity with regulatory requirements, and fluency with Excel for tracking outcomes. Collaboration with the sales team is essential to address customer questions and ensure accurate documentation.

Qualifications

• Customer-centric mindset and strong interpersonal skills.
• Knowledge of FAA regulations and financial advisory practices.
• Experience selling investments and insurance products.

Responsibilities

• Review customer profiles and update My Wealth Planner (MWP) records for callbacks.
• Contact customers by recorded calls to confirm advisory details and risks.
• Maintain accurate records of call outcomes and actions taken.
• Collaborate with the sales team to escalate customer concerns promptly.
• Take on additional duties as business needs evolve.
• Be prepared to extend or stagger work hours as required.

Skills

Customer-centric

Interpersonal communications

Needs analysis

Regulatory knowledge

Tools

Microsoft Excel

Job description

1011 United Overseas Bank Ltd is seeking a Customer Assurance Specialist to support client engagement and compliance across wealth advisory processes in Singapore. You will review profiles, perform updates to MWP records, and engage customers via guided calls.

The role requires strong communication, familiarity with regulatory requirements, and fluency with Excel for tracking outcomes. Collaboration with the sales team is essential to address customer questions and ensure accurate documentation.