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 Personal and Business Banking customers with 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.
Provide top quality services and improving portfolio coverage through referral of wealth and deposit products, including mortgage
Actively promote the Privilege Reserve proposition to clients for upgrading to PVR segment
Provide timely and efficient support to the CA in account opening/closing and other account-related matters including portfolio financing
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 CA 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
Excellent understanding of banking industry, platforms and products
Team player and meticulous with an eye for detail
Minimum 1-2 years of related work experience
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