Manager, Client Static Maintenance, Private Bank

2 weeks ago

Singapore United Overseas Bank Full time
Manager, Client Static Maintenance, Private Bank

Posting Date: 13 Jun 2024

Location:
Singapore (City Area), Singapore, SG, 048624

Company: United Overseas Bank Ltd

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.

About the Department

UOB Private Bank
is dedicated to managing the wealth of high-net-worth individuals with investment assetsof$5millionand above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.

Job Responsibilities
  • As part of the Client Fulfilment team member - your key responsibilities:
  • Process Front Office submissions relating to client static maintenance such a Change of Name / ID / Contact/ Address, ensuring completeness and that all internal controls are adhered to.
  • Support requests for the Bank's internet banking services
  • Process end to end for account opening which includes creation / maintenance of accounts in the PB systems.
  • Handle Portfolio Risk Profile submissions including:
  • Vulnerable Client assessments
  • Issuance of renewal confirmations
  • Tracking of expiry and renewal
  • Support FATCA / CRS activities e.g. Tracking of expired documents, Annual RM Inquiry, Annual Outreach
  • Handle Audit Confirmation and Letter of Reference requests
Job Requirements
  • Diploma / Degree holder
  • 4 - 5 years of experience in private banking client static maintenance will be required.
  • Reasonable knowledge of documentation requirements for individual and nonindividualaccounts will be an added advantage.
  • Good interpersonal and communication skills
  • Able to work effectively in a team and multitask.
  • Analytical and process minded, understand processes and workflows.
  • Able to learn and share information with peers and team members.
  • Good knowledge of Microsoft Office tools
Be a part of 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.

Apply now and make a difference.

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