Mgr/ Senior Officer, Client Assurance Officer, Group Retail

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.

About the Department

The Retail function provides customers with Personal financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

The Customer Assurance Officer is responsible to conduct pre-transaction callback to clients to ensure adherence to the MAS FAA guidelines and PFS sales advisory process, which includes disclosure product information, client risk profile, basis of recommendation, risks and limitations, prior to the submission and execution of a transaction at the pre-transaction stage.

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.
• A desk-bound job (full time work in office) and ability to extend work hours when necessary and/or staggered hours may be needed when necessary.

Job Requirements

- Minimum 3 years in customer service environment
- Excellent written and spoken communication skills
- Good interpersonal skills and multi-parties engagement is expected on the job
- Self-starter and team player

Be a part of 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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