Client Onboarding & Implementation Advisor, CFS

上海市
长期
全职

2天前

About UOBUnited 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.Job Description

Coordinate and perform customer account opening, provide coaching to client to well fill the account opening docs and help client to collect company docs for account and KYC purpose.
Drive implementation of various cash products. Such as E-bank, Sweeping.
Provide training to E-bank end user, to ensure the system is delivered professionally and in a coordinate manner
Handle customer enquiry on E-bank related, provide solution for problem solving.
Should have the skill, ability, experience and confidence to navigate the bank and business partners to ensure account opening and implementation tasks are completed on time.
Other activities will be delegated by the TL, Client onboarding team, as needs arise. These may include development of improvement to client coaching / Business Implementation related procedures.

Job Requirements

Degree holder in Business related subjects.
5-10 years of experience in handling account opening and or Business Implementation, preferably in the fields of banking and finance.
Experience in team management is preferred
Familiar with MS Office, Excel Power query, PowerPoint applications.
Good command of written and spoken English and Chinese.
Good service mindset, interpersonal and communication skills
Attentive to details, and be able to work under pressure independently.

Additional RequirementsBe a Part of the UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.Apply now and make a Difference

UOB

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