Calie House

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products;
• Analyze existing UOB client's interests, problems, and potential need for new products and services;
• Build and maintain new and existing customer relationships;
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications;
• Continue to seek and maintain product and service knowledge;
• Remain current on applicable regulations by attending internal training programs;
• Follow commercial strategies to achieve or exceed sales targets set by management;
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.