Client Assurance & Wealth Advisory Specialist

United Overseas Bank; Singapore; On-site; SGD 42,000 - 72,000; Full time

Job summary

United Overseas Bank in Singapore is seeking a role focused on customer assurance and advisory validation. You will review customer profiles and update the MWP record to support callbacks, then reach out to clients to confirm advisory details, products, and risks following a scripted Q&A.

You'll maintain accurate records of call outcomes and work with the sales team to address concerns, with the possibility of longer or staggered hours as needed.

Qualifications

• Customer-centric and excellent interpersonal communications skills for effective customer interactions.
• Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance products will be an advantage.
• Proficient in Microsoft Excel.

Responsibilities

• Reviewing and understanding customers' profile, products purchased and perform update customer's 'MWP' (My Wealth Planner document that is 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 upscale or relay any customer concerns or questions promptly.
• 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.

Skills

Customer-centric communications

FAA regulations and needs analysis

Tools

Microsoft Excel

Job description

United Overseas Bank in Singapore is seeking a role focused on customer assurance and advisory validation. You will review customer profiles and update the MWP record to support callbacks, then reach out to clients to confirm advisory details, products, and risks following a scripted Q&A.

You'll maintain accurate records of call outcomes and work with the sales team to address concerns, with the possibility of longer or staggered hours as needed.