Senior Officer, Wealth Planner

6 days ago


Singapur, Singapore United Overseas Bank Full time

Job Title: Senior Officer, My Wealth Planner Officer, Group Retail

About the Role

The Retail function at United Overseas Bank provides Personal and Business Banking customers with tailored financial solutions. As a Senior Officer, My Wealth Planner Officer, Group Retail, you will be part of the My Wealth Planner Team in PFS-BPT, facilitating compliance document post-trade checks on financial planning done by Client Advisors with their clients.

Key Responsibilities

  • Ensure completeness of documents submitted by Client Advisors
  • Ensure compliance and meet SLA timelines
  • Update data and generate reports in a timely manner
  • Rectify any issues promptly
  • Raise concerns or observations to the Team Head for proactive decision-making
  • Retrieve information/documents upon FAA/Compliance requirements
  • Send documents for scanning into the system
  • Perform assigned tasks on a periodic and ad-hoc basis

Requirements

  • Proficiency in Microsoft Excel is an added advantage
  • Able to work independently with minimal supervision
  • Multi-tasking and focus in a fast-paced environment
  • Handle work volumes
  • Meticulous and compliant in handling documents
  • Interact with internal and external colleagues at all levels
  • Open and positive mindset for new challenges
  • Demonstrate teamwork and work overtime when required


  • Singapur, Singapore United Overseas Bank Full time

    Senior Officer, My Wealth Planner Officer, Group Retail Posting Date: 09-May-2023 Location: Singapore (City Area), Singapore, 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...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Wealth Planning OfficerAbout United Overseas Bank:United Overseas Bank Ltd (UOB) stands as a prominent financial institution in Asia, boasting a vast network that spans 19 countries and territories. With a legacy of over 80 years, UOB is anchored by core values including Honor, Enterprise, Unity, and Commitment.Department Overview:The Retail division...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Wealth Planning OfficerAbout 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 of over 80 years, UOB is anchored by core values such as Honor, Enterprise, Unity, and Commitment.Department Overview:The Retail...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Wealth Planning OfficerAbout 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...


  • Singapur, Singapore Starcom Full time

    Job Title: Media Planner/Senior Media PlannerWe are seeking a highly skilled Media Planner/Senior Media Planner to join our team at Starcom. As a key member of our media planning team, you will be responsible for developing and implementing media plans that drive business results for our clients.Key Responsibilities:Develop and execute media plans that align...


  • Singapur, Singapore Starcom Full time

    Job Title: Senior Media PlannerAbout the Role:We are seeking a highly skilled Senior Media Planner to join our team at Starcom. As a Senior Media Planner, you will play a key role in supporting our team in developing and executing media strategies that drive business results.Key Responsibilities:Develop and implement media strategies that align with our...


  • Singapur, Singapore The St. James's Place Wealth Management Group Full time

    Job Title: Senior Compliance OfficerAt The St. James's Place Wealth Management Group, we are seeking a highly skilled Senior Compliance Officer to join our team in Singapore. As a key member of our compliance function, you will play a critical role in ensuring that our business operations are in line with regulatory requirements and industry best...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Officer, Personal Wealth Executive Posting Date: 10-May-2023 Location: Singapore, Singapore Company: 3677 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...

  • Senior Wealth Manager

    4 weeks ago


    Singapur, Singapore DBS Bank Full time

    About DBS BankDBS Bank is a leading financial institution in Asia, dedicated to helping our customers achieve their financial goals. As a market leader in consumer banking, we offer a wide range of products and services to meet the diverse needs of our customers.About the RoleWe are seeking a highly motivated and experienced Senior Wealth Manager to join our...


  • Singapur, Singapore Indosuez Wealth Management Full time

    Job Title: Senior HR Business PartnerDescription:The Senior HR Business Partner will act as a strategic partner to the CEO and Head of HR, driving people-related initiatives and ensuring that HR matters are always high on the business agenda. The successful candidate will support managers and employees on a full spectrum of HR activities, including HR...


  • Singapur, Singapore Starcom Full time

    Job DescriptionThe Media Planner/Senior Media Planner will report directly to the Director/Manager, overseeing the day-to-day development and implementation of media plans. We are looking for an excellent team player whose role includes ensuring quality control of our media deliverables and the execution of strategies within budget. The Media Planner/Senior...


  • Singapur, Singapore The LEGO Group Full time

    Job Title: Senior Inventory PlannerWe are seeking a highly skilled Senior Inventory Planner to join our dynamic team at The LEGO Group. As a key member of our Supply & Inventory Planning team, you will play a critical role in ensuring the efficient deployment of inventory across our wide network in APAC & CN.Key Responsibilities:Analyze inventory levels to...

  • Senior Media Planner

    3 weeks ago


    Singapur, Singapore Starcom Full time

    Senior Media Planner **Job Summary** We are seeking a highly skilled Senior Media Planner to join our team at Starcom. As a key member of our team, you will play a crucial role in supporting our day-to-day operations and working on a variety of government campaigns to enhance the lives of Singaporeans. **Key Responsibilities** * Develop media strategies...

  • Senior Wealth Manager

    2 weeks ago


    Singapur, Singapore Click and Connect Online Limited Full time

    Senior Wealth ManagerHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.Key Responsibilities:Client...


  • Singapur, Singapore 11112 Citibank, N.A. Singapore Full time

    About the Role:Citibank, N.A. Singapore is seeking a highly skilled Compliance Risk Officer to join our Wealth Advisory team. As a Compliance Risk Officer, you will play a critical role in assessing and mitigating compliance risks across our wealth advisory business.Key Responsibilities:Develop and implement compliance testing programs to ensure adherence to...

  • Senior Media Planner

    2 weeks ago


    Singapur, Singapore Starcom Full time

    About the RoleWe are seeking a highly skilled Senior Media Planner to join our team at Starcom. As a key member of our team, you will play a crucial role in supporting our day-to-day operations and working on a variety of government campaigns to enhance the lives of Singaporeans.Key ResponsibilitiesAs a Senior Media Planner, you will be responsible...


  • Singapur, Singapore United Overseas Bank Full time

    About United Overseas BankUnited 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. Our history spans over 80 years, guided by our values – Honorable, Enterprising, United and Committed.About the DepartmentThe Retail function provides Personal and Business...


  • Singapur, Singapore RSP Full time

    Associate/Senior Planner (Master Planning) Singapore We are looking for an Associate/Senior Planner (Master Planning) to join our team and you will have the opportunity to work on interesting projects across wide-ranging sectors and typologies. Job Description Responsibilities: Lead and ensure full execution of masterplan and urban design...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Officer, Personal Wealth Executive Location: Singapore About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions in Asia Pacific, Europe, and North America. With a legacy exceeding...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Officer, Personal Wealth Executive Location: Singapore About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a vast network of over 500 branches and offices across 19 countries and regions in Asia Pacific, Europe, and North America. With a legacy exceeding 80 years,...