Job Description

Functional area: Personal Financial Services (PFS)
Employment type: Full-time
Job Type: Permanent

Job Responsibilities:
 
Reporting to Team Head, Customer Assurance Team, your key responsibilities include:
 

• Review, understand and record customer’s “MWP” (My Wealth Planner) details into a consolidated file for callback
• Perform callback to obtain acknowledgement on the Wealth product(s) purchased
• Update the outcomes of the callbacks in consolidated file
• Perform analysis of call outcomes
• Perform ad-hoc assignments (that include administrative matters and ad-hoc phone calls per bank’s strategic directive as assigned) from time to time

 
Job Requirements:
 

• Possess good telephony skills, pleasant voice and charisma over the phone
• Customer-centric and interpersonal ability to handle challenging calls (and customers) and phone communication is critical
• Good interpersonal communication skills to effectively interact with colleagues and external parties
• Knowledge of and familiarity with FAA regulations, customer’s MWP and the selling of Investments and Insurance Products will be an advantage
• A desk-bound job, and working overtime and/or staggered hours may be needed when necessary