Senior Officer, Client Assurance

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

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

Reporting to Team Head, Customer Assurance Team, key responsibilities include:

• 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 elevate 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.

Job Requirements

• 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.

Additional Requirements

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.