Senior Officer, Client Assurance Officer

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading bank in Asia is seeking a customer assurance team member in Singapore. The role involves reviewing customer profiles, confirming advisory details, and maintaining call records. Ideal candidates should have excellent communication, knowledge of FAA regulations, and proficiency in Microsoft Excel. Flexibility in work hours may be required. Join us to make a difference.

Qualifications

• Excellent interpersonal communication skills for effective customer interactions.
• Knowledge of FAA regulations and experience in selling investments and insurance products is advantageous.
• Proficiency in Microsoft Excel.

Responsibilities

• Review customers' profiles and perform updates to My Wealth Planner.
• Reach out to customers to confirm details of advisory and products.
• Maintain accurate records of call outcomes.
• Work closely with the sales team to address customer concerns.
• Be flexible with work hours as needed.

Skills

Customer-centric communication

Interpersonal skills

Knowledge of FAA regulations

Proficiency in 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.

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 escalate 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.

Apply now and make a Difference