As economic growth continues to gravitate towards Asia, the wealth management business is an increasingly important growth engine for the banking sector. Our Personal Bankers are groomed to be the future wealth managers; with career progression to take on roles in Relationship Management and Privilege Banking.
At UOB, we are committed to build up your skills and capabilities through structured training programmes specially designed and conducted by professional trainers.
Be actively involved in understanding your customers’ financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements;
Secure sales and cross sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits and unit trusts;
Continually deepen relationships with new and existing customers;
Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with the Bank’s internal policies, business processes and regulatory requirements;
Utilise a combination of the Bank’s branch network, tele-consulting and referrals to meet and exceed individual sales targets.
A recognised degree in any discipline or a diploma from a local polytechnic
Thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
Resourceful and able to work with minimal supervision
Flexibility with extended working hours
Possess strong interpersonal and communication skills combined with drive and initiative
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America. Since its incorporation in 1935, UOB has grown organically and through a series of strategic acquisitions. In Asia, it operates through its branches and representative offices as well as banking subsidiaries in China, Indonesia, Malaysia, the Philippines, Singapore and Thailand.
UOB plays an active role in the community, focusing on the arts, education and children. For three decades, UOB has organized the prestigious UOB Painting of the Year Competition and Exhibition. In recognition of its contribution to the arts, UOB was conferred the National Arts Council's Distinguished Patron of the Arts Award for the ninth consecutive year in 2013. UOB also encourages its employees across the region to be involved in its regular volunteer activities. This includes the annual UOB Heartbeat Run which is held in Singapore, Malaysia, Indonesia, Thailand and mainland China.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases