Client Services Manager – Operations & Mentorship

Uob Kay; Singapore; On-site; SGD 50,000 - 72,000; Full time

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

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.