Job Responsibilities
- Provide top quality services and improving portfolio coverage through referral of wealth and deposit products, including mortgage
- Provide timely and efficient support to the Senior Client Advisor(SCA) in account opening/closing and other account-related matters including Portfolio Financing (PF)
- Alternate point of contact for UOB clients, whose duties include client servicing, attend to transactional matters and handle Know Your Customer & On Going Review requirements
- Be knowledgeable about the landscape of UOB product suites, and facilitate the transmission of information to our clients
- Understand clients' financial objectives, tolerance for risk in order to support your Senior Client Advisor(SCA) adequately
- Collaborate with other departments in campaigns to drive deposit growth
- Accurately record and process clients' instructions
- Ensure compliance and legal guidelines are adhered to with all internal policies and external regulations
- Ensure no occurrence of errors and operational problems as well as promptly and properly document any issues that occur
- Flexibility, resourcefulness and ability to multi task for assigned assignments when required
Job Requirements
- Excellent interpersonal and communication skills coupled with adaptability and willingness to learn
- Excellent understanding of banking industry, platforms and products
- Team player and meticulous with an eye for detail
Academic qualification:
- a GCE ‘A’ Level certificate with passes in at least three subjects at “Higher 2” level and two subjects at “Higher 1” level, or
- an International Baccalaureate Diploma or
- a diploma awarded by a polytechnic in Singapore; or
- an academic qualification equivalent to those set out in (i), (ii) or (iii).
Client Adviser Competency Standards (CACS) Assessment
- Paper 1: Legislations, Regulations & Industry Codes of Practice
- Paper 2: Industry & Product Knowledge
