Senior Officer / Manager - Investment Finance Documentation

United Overseas Bank Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

1011 United Overseas Bank Ltd. is seeking a Private Bank documentation professional to prepare and manage credit and security documents, ensuring accuracy and alignment with approved terms. The role requires coordinating with legal and compliance to resolve issues and to maintain master templates.

The candidate should have 2–3 years in private bank credit documentation, strong English, and the ability to work independently with initiative in a fast-paced banking environment.

Qualifications

• 2 to 3 years of experience in Private Bank credit documentation preferred.
• Strong command of English and understanding of Private Bank operations to work on templates and negotiate with legal counsels.
• Ability to work independently and take initiative.

Responsibilities

• Prepare credit and security documentation (Lombard, Mortgage, Insurance, Single Stock, etc.) based on approved parameters.
• Ensure terms are accurately reflected in documents and checked before release to clients.
• Maintain/order documentation; update deficiency reports and send reminders.
• Liaise with legal, compliance and other stakeholders on documentation issues and negotiate clauses to protect the Bank's interests.
• Obtain/renew/maintain master legal opinions for existing and new jurisdictions.
• Serve as SME for documentation and represent the team on related matters/projects.
• Maintain templates of all credit and security documents.

Skills

English language

Independent work

Negotiation

Job description

Company: 1011 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.

Job Description

• Prepare credit & security documentation (Lombard, Mortgage, Insurance, Single Stock etc) based on approved parameters.
• Ensure all approved terms are correctly reflected in the documents.
• Ensure all documentation are in order before releasing to Senior Client Advisors for client's acceptance / issuance to client.
• Check all returned documentation to ensure that it is in order (ie. All necessary documents are signed, signatures are duly verified, all pages returned and there are no amendments to the documents etc. If necessary, perform registration of charge(s).
• Update document deficiency report & send monthly reminders.
• Be able to liaise independently with legal, compliance and other stakeholders on documentation issues and to negotiate clauses and protecting the Bank's interests vs client's requests.
• Obtain/renew/maintain master legal opinion for existing & new jurisdictions.
• Be the subject matter expert in documentation and represent the team/department on related matters/projects.
• Maintain templates of all credit & security documents.

Requirements

• Preferably 2 to 3 years of experience in Private Bank credit documentation
• Good command of the English language and understanding of the Private Bank business so as to be able to work on documentation templates and be able to negotiate with internal & external legal counsels.
• Be able to work independently & take initiative

Additional Requirements

• Develop, Engage, Execute, Strategise

Be a Part of the 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.

Career Site: UOB Career site