Senior Wealth Planning Officer
4 days ago
Senior Wealth Planning Officer
About United Overseas Bank:
United Overseas Bank Ltd (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans 19 countries and territories. With a legacy exceeding 80 years, UOB is driven by core values including Honor, Enterprise, Unity, and Commitment.
Department Overview:
The Retail division at UOB specializes in delivering tailored financial solutions to clients across both Personal and Business Banking sectors. The primary aim is to assist clients in effectively managing their finances and reaching their financial goals through an extensive array of products and services.
Position Summary:
The Senior Wealth Planning Officer within the My Wealth Planner Team plays a crucial role in overseeing compliance document verification following financial planning transactions for clients. Key responsibilities encompass ensuring the completeness of documentation, timely updates of data, and the generation of necessary reports. This position also requires collaboration with team members and the escalation of issues to management.
Key Responsibilities:
- Assess the completeness of documents submitted by Client Advisors
- Ensure adherence to compliance standards and meet service level agreement (SLA) deadlines
- Timely update of data as required
- Work collaboratively with team members to enhance task efficiency
- Identify and communicate any concerns to the Team Head for informed decision-making
- Gather necessary information/documents as needed
- Facilitate the scanning of documents into the system
- Engage in assigned projects and tasks as necessary
Candidate Requirements:
- Strong proficiency in Microsoft Excel
- Ability to operate independently with minimal oversight
- Excellent multi-tasking capabilities in a dynamic environment
- Meticulous attention to detail and compliance in document management
- Effective communication skills with colleagues across all levels
- Positive approach towards challenges
- Team-oriented mindset with a readiness to work additional hours when required
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