Senior Officer, Portfolio Financing

uobgroup; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore is seeking an entry‑level professional to support compliant operations across portfolio financing and investment activities for affluent clients. You will assist with documentation, client instruction execution, and basic risk checks.

The role involves coordinating with Relationship Managers, performing pre/post‑trade verifications, and participating in system enhancements to drive efficiency and controls.

Qualifications

• Bachelor Degree or Diploma holder with 1 year of relevant working experience.
• Entry level welcome to apply.
• Good communication skills.
• Proficient in MS Office tools.

Responsibilities

• Ensure full compliance with internal policies, legal requirements, and external regulatory guidelines.
• Manage portfolio financing facilities and investment accounts for affluent clients, ensuring timely and accurate execution of client instructions.
• Assess collateral positions and margin requirements, ensuring sufficient margin levels prior to trade execution and proactively managing asset‑liability exposures.
• Support portfolio financing credit facility applications, documentation reviews, and loan eligibility assessments, including name screening and Assets Under Management (AUM) evaluations.
• Conduct comprehensive pre‑and post‑trade checks to verify investments and financing transactions, including equities, bonds, unit trusts, fixed income products, loan disbursements, repayments, switches, subscriptions, redemptions, and fund transfers.
• Perform daily transaction reconciliations using Odyssey system, promptly investigate and resolving discrepancies.
• Partners with Relationship Managers and internal stakeholders to resolve client and transaction‑related enquiries efficiently.
• Participate in system enhancement initiatives, regression testing, and User Acceptance Testing (UAT), including test planning and execution.
• Drive continuous process improvement initiatives to enhance operational efficiency, strengthen controls, and improve client service delivery.
• Promptly identify, escape, and document operational issues while ensuring appropriate resolution and risk mitigation measures are implemented.

Skills

Communication skills

MS Office

Education

Bachelor Degree or Diploma holder with 1 year of relevant working experience

Tools

MS Office

Job description

Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• Ensure full compliance with internal policies, legal requirements, and external regulatory guidelines.
• Manage portfolio financing facilities and investment accounts for affluent clients, ensuring timely and accurate execution of client instructions.
• Assess collateral positions and margin requirements, ensuring sufficient margin levels prior to trade execution and proactively managing asset‑liability exposures.
• Support portfolio financing credit facility applications, documentation reviews, and loan eligibility assessments, including name screening and Assets Under Management (AUM) evaluations.
• Conduct comprehensive pre‑and post‑trade checks to verify investments and financing transactions, including equities, bonds, unit trusts, fixed income products, loan disbursements, repayments, switches, subscriptions, redemptions, and fund transfers.
• Perform daily transaction reconciliations using Odyssey system, promptly investigate and resolving discrepancies.
• Partners with Relationship Managers and internal stakeholders to resolve client and transaction‑related enquiries efficiently.
• Participate in system enhancement initiatives, regression testing, and User Acceptance Testing (UAT), including test planning and execution.
• Drive continuous process improvement initiatives to enhance operational efficiency, strengthen controls, and improve client service delivery.
• Promptly identify, escape, and document operational issues while ensuring appropriate resolution and risk mitigation measures are implemented.

Requirements:

• Bachelor Degree or Diploma holder with 1 year of relevant working experience
• Entry level welcome to apply
• Good communication skills
• Proficient in MS Office tools

Additional Requirements

• Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)

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.