Chinese Client Service Manager

Company: 2501 UOB (Thai) Public Company Limited

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.

Job Description

Key Responsibilities :

1. Customer Service

• Serve as the primary point of contact for Chinese corporate clients, providing guidance on account opening requirements, procedures, conditions, and supporting documentation.
• Review and verify the completeness and accuracy of client documentation and follow up on any outstanding requirements.
• Coordinate appointments and oversee the end-to-end corporate account opening process to ensure efficiency, accuracy, and compliance.
• Process requests related to amendments, updates, and maintenance of corporate customer information, ensuring records remain accurate and up to date.
• Provide consultation, assistance, issue resolution, and coordination with relevant stakeholders to deliver service excellence and enhance customer satisfaction.

2. Operations

• Execute and verify transactions related to account opening and customer servicing within assigned authorities and responsibilities.
• Schedule appointments, prepare and update customer information, and review account opening and business-related documents to ensure completeness, accuracy, and compliance with bank standards.
• Coordinate with internal and external stakeholders to ensure smooth and efficient operational processes.
• Perform duties in compliance with applicable laws, regulatory requirements, bank policies, and operating procedures.
• Prepare, maintain, and securely retain reports, records, and documentation related to assigned responsibilities, ensuring completeness and accuracy.

3. Sales and Business Development

• Introduce and recommend suitable banking products and services to Chinese corporate clients, including conducting cross-selling conversations for products such as Foreign Exchange (FX), Hedging Solutions, Global Markets Solutions, and Workforce Solutions.
• Develop and maintain strong client relationships while identifying and referring business opportunities to relevant business units to support the bank's growth objectives.

Qualification Requirements :

Education / Experience

• Bachelor's degree or higher in Business Administration, Economics, Marketing, Finance, Banking, Management, or a related field.
• Minimum 3-5 years of experience in customer service, business relationship management, and financial product advisory within the banking or financial services industry.
• Experience in communicating, servicing, and managing relationships with Chinese customers.

Knowledge and Skills (Literacy / Technical Skills / Soft Skills)

• Proficient in Mandarin Chinese, with strong listening, speaking, reading, and writing skills (HSK Level 4 or above, or equivalent).
• Good command of English, both written and spoken.
• Strong customer service, relationship management, and financial product presentation skills.
• Excellent communication, coordination, and problem-solving abilities to facilitate customer needs and deliver a positive customer experience.
• Knowledge of banking products and services, including individual and corporate account opening processes, as well as relevant legal, regulatory, and compliance requirements. Professional licenses or certifications will be an advantage.
• Proficient in computer applications, Microsoft Office programs, and relevant operational systems.
• Strong understanding of banking regulations and compliance standards, with the ability to perform duties in accordance with regulatory requirements.
• Able and willing to travel and perform duties outside the office when required.

Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB 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.

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