Unison Group

Customer Experience Specialist (Mandarin Speaker)

Unison Group Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Today
support

Responsibilities:

·        Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.

·        Manage client interactions across various market segments, including retail and corporate.

·        Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.

·        Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.

·        Apply knowledge of client onboarding requirements and regulations.

·        Assist with account onboarding and trade submissions within set timeframes.

·        Maintain familiarity with equities and wealth management products.

·        Generate standard and customised analytical reports for channels and B2B partners to inform decision-making.

·        Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes.

·        Develop skills in RPA and related technologies to improve process efficiency.

 

Requirements:

·        Ability to work independently and complete tasks with minimal supervision.

·        Organised, attentive to detail, and demonstrates strong follow-up abilities.

·        Willingness to acquire new technological competencies and knowledge.

·        Possession of a recognised diploma or degree in any discipline; finance qualifications from English-based universities are preferred.

·        At least 1-3 years of relevant work experience is preferred.

·        Effective communication and interpersonal skills in Mandarin and English are core requirements. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.

·        Working hours align with Singapore’s standard business hours (9a.m.-6p.m.) and public holidays.

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