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Job Description
You will be part of a group of highly trained professionals who support the delivery of a highquality and consistent service experience for UOB Privilege clients. You will be responsible for managing, strengthening, and sustaining client relationships. This includes understanding client needs, coordinating service resolutions, and ensuring adherence to established service, operational, and regulatory standards.
The position plays a key role in enhancing client satisfaction, supporting retention efforts, supporting business growth through mortgage crosssell opportunities and ensuring full compliance with KYC/AML requirements.
Key Responsibilities
Serve as the primary service liaison for Privilege clients, ensuring efficient resolution of queries and consistent delivery of high service standards.
Coordinate with internal stakeholders to deliver seamless client experiences across operational, servicing, and administrative touchpoints.
Provide timely and accurate information, ensuring client needs are addressed in a professional and serviceoriented manner.
Uphold KYC and AML responsibility
Contribute to key business metrics through service excellence, including:
Gate Outflow - executing retention strategies to minimize client attrition.
Acquire Deposit - supporting deposit growth through trustbuilding and consistent servicing.
Improve Qualified Ratio - uplifting client portfolio quality through structured engagement and service governance.
Preferred competencies and qualifications
Other Information
Please refer to the link below for more details about this role
Job ID: 148707973
Skills:
Key account management, Sales, Client Relationship Management, Customer service, Reporting
Skills:
Aml, Kyc, Service Operations, banking processes
Skills:
Microsoft Office, Excel, Corporate Solutions, Client Servicing, Insurance, Powerpoint, Employee Benefits
Skills:
asset management products (mutual funds, real estate funds), Client Relationship Management, Hedge Funds
Skills:
ALM regulatory capital regimes, fundraising coverage of insurance investors, insurance asset allocation, Kyc, client onboarding, insurance investment management, CDD, portfolio construction within general accounts