AVP, Client Assurance Officer

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, key responsibilities include:

• Administer the centralized case management cycle on rotating schedule, ensure cases are assigned to appropriate officers for assessment, compile the outcome of the reviews for reports and statistical purposes.
• Review the list of documents against a predefined checklist.
• Review the call logs by sales staff to ensure compliance with a standardized set of questions during the remote phone sales.
• Maintain accurate records of the review outcome and preparation of detailed reports on findings from the documentation checks and call reviews.
• Work closely with the sales team to promptly rectify any discrepancies in the documents to ensure closure of the cases.
• Contribute to the development and improvement of documentation check processes and procedures.
• 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.

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.

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