Wealth Advisory & Customer Assurance Analyst

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 36,000 - 58,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a Client Assurance Associate to support customer enquiries and verify advisory details.

You will review customer profiles, update My Wealth Planner records, and conduct outbound calls to confirm information. The role requires strong communication skills, Excel proficiency, and a customer-centric approach. You may work extended hours as needed to meet business needs.

Qualifications

• Customer-focused approach and strong interpersonal communication.
• Experience in communicating with customers and handling inquiries.
• Familiarity with financial products is a plus.

Responsibilities

• Review customers' profile and update MWP records in a centralized system.
• Reach out to customers via recorded calls to confirm advisory details.
• Maintain accurate records of call outcomes with customers.
• Collaborate with sales to escalate or relay customer concerns promptly.
• Take on additional responsibilities as business needs evolve.
• Extend or stagger work hours as required.

Skills

Customer-centric

Interpersonal communication

Attention to detail

Tools

Microsoft Excel

Job description

1011 United Overseas Bank Ltd is seeking a Client Assurance Associate to support customer enquiries and verify advisory details.

You will review customer profiles, update My Wealth Planner records, and conduct outbound calls to confirm information. The role requires strong communication skills, Excel proficiency, and a customer-centric approach. You may work extended hours as needed to meet business needs.