Private Banking Client Fulfillment Manager

uobgroup; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a middle office professional for Private Bank Client Fulfillment in Singapore. The role focuses on processing account openings, fund requests, and client communications while ensuring accurate reconciliation and timely back-office support.

The ideal candidate has a degree or progress towards one, at least 4 years in financial services, and strong MS Office skills to handle repetitive, detail-focused tasks with precision under tight timelines.

Qualifications

• Degree/Diploma in Business, Banking & Finance or progress towards degree.
• Minimum 4 years working experiences in financial institution, preferably in middle office role.
• Experience in back-office operations including processing, reconciliation, securities transfer etc.
• Must be able to handle repetitive work; with attention to details and conscientious.
• Able to work independently with minimum supervision and work under pressure / tight timeline.
• Effective communication and analytical skills; with demonstrated ability to work effectively with all levels within the organisation.
• Familiar in MS Office, especially Microsoft Words and Excel. Excel Macros or MS Access will be an added advantage.

Responsibilities

• Handling CASA retention renewal, adhoc retention and fresh funds requests
• Perform internal account opening (e.g. Unit Trust, Custody Service account)/maintenance/closure instructions
• Handling internal securities transfer
• Handling of fees processing (i.e. account services fees and custody fees etc)
• Perform reconciliation of transactions and handling of daily reports
• Preparation of clients letters
• Liaison with back office to ensure timely processing of transactions
• Handling queries from front to back office
• Undertake ad-hoc tasks assigned by supervisor

Skills

Attention to detail

Analytical skills

Effective communication

MS Office

Independent worker

Education

Degree/Diploma in Business, Banking & Finance

Tools

MS Word

Excel

Excel Macros

MS Access

Job description

1011 United Overseas Bank Ltd is seeking a middle office professional for Private Bank Client Fulfillment in Singapore. The role focuses on processing account openings, fund requests, and client communications while ensuring accurate reconciliation and timely back-office support.

The ideal candidate has a degree or progress towards one, at least 4 years in financial services, and strong MS Office skills to handle repetitive, detail-focused tasks with precision under tight timelines.