UOB

Client Relationship Manager

UOB
BankingCentral Region (City Area)OnsitePosted 6 days ago

About the role

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. Responsibilities include managing client relationships, understanding needs, coordinating service resolutions, ensuring compliance with KYC/AML standards, and supporting business growth through cross-sell opportunities.

BankingOnsite

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.

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, Service Excellence, Operational Discipline, Stakeholder Management, Strategic Engagement.