Job description

Job Description

Job Description

You will be part of a group of highly trained professionals who support the delivery of a high‑quality 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 cross‑sell 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 service‑oriented 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 trust‑building and consistent servicing.

  Improve Qualified Ratio – uplifting client portfolio quality through structured engagement and service governance.

Qualifications and Requirements

• 3 to 8 years of relevant experience in banking, client servicing, or relationship management, ideally within affluent or retail segments.

• Strong understanding of banking processes, service operations, and client‑servicing frameworks.

• Prior exposure to AML/KYC or regulatory processes within financial institutions is advantageous.

• Strong interpersonal, communication, and coordination skills, with the ability to manage multiple client needs effectively with service mindset.

• Self‑motivated, organised, and committed to delivering service excellence.

Core Competencies

• Client Relationship Management – Ability to build and sustain professional client relationships.

• Service Excellence – Commitment to providing a superior service experience.

• Operational Discipline – Consistent adherence to policies, processes, and regulatory requirements.

• Stakeholder Management – Effective coordination with internal teams to ensure service continuity.

• Strategic Engagement – Ability to Develop, Engage, Execute, and Strategise to support client outcomes and business objectives.

Additional Requirements