Client Service Manager, Private Bank

Uob Kay

Singapore

On-site

SGD 50,000 - 72,000

Full time

14 days+
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Job summary

United Overseas Bank Ltd seeks a capable Client Advisor team lead to supervise CAAs and coordinate cross-department efforts in delivering client commitments. You will mentor junior CAAs and contribute to projects such as UAT and process enhancements. Strong communication and crisis-contingency planning are essential.

The role requires CACS 1 and 2 certifications and Singapore-based eligibility. Excellent organizational skills and team leadership will be valued in a fast-paced banking environment.

Qualifications

  • CACS 1 and CACS 2 certifications required.
  • Singapore-specific Client Advisor standards referenced.

Responsibilities

  • Day-to-day supervisory oversight of CAAs.
  • Resourcing of CAAs and back-ups in consultation with Team Leaders.
  • CAA Recruitment.
  • Coordinate across departments to implement and deliver on client commitments.
  • Escalate service issues to relevant internal stakeholders.
  • Provide mentorship to new CAAs and participate in adhoc projects (e.g., system UAT, process improvements).
  • Develop and test contingencies to maintain service during disruptions (emergency leave, medical leave, etc.).
  • Optimize existing client servicing processes.

Education

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

Job description

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.



Company: 1011 United Overseas Bank Ltd



Job Description


  • Day-to day supervisory oversight of CAAs

  • Resourcing of CAAs and need for back-ups (in consultation with Team Leaders)

  • CAA Recruitment

  • Coordinate across departments to implement and deliver on client commitments

  • Escalate service issues to relevant internal stakeholders

  • Provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups.

  • Develop and test contingencies to ensure service expectations are always maintained during disruption situations e.g., CAAs on emergency leave, medical leave etc.

  • Optimize existing client servicing processes



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.

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