The posting
eporting to Team Head, Customer Assurance Team, key responsibilities include:
- Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document that is used for assessing customer’s financial objectives, risk profile, financial situation & etc.) into a centralized record for callbacks.
- Reaching out to customers via recorded phone to confirm details of the advisory, products, risks, following a scripted set of questions.
- Maintaining accurate records of the outcome of the calls with customers.
- Working closely with the sales team to promptly escalate or relay any customer concerns or questions promptly.
- Taking on additional responsibilities as needed, in line with the evolving requirements of the organization.
- Ability to extend work hours when necessary and/or staggered hours may be needed when necessary.
Job Requirements:
- Customer-centric and excellent interpersonal communications skills for effective customer interactions.
- Knowledge of FAA regulations, needs analysis and with experience in the selling of investments and insurance Products will be an advantage.
- Proficient in Microsoft Excel.



