SO/Manager - Business Service, PB MO

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

Job summary

1011 United Overseas Bank Ltd in Singapore is seeking a professional for the Private Bank Middle Office - Client Fulfillment to support daily operational activities, including account openings, fees processing, reconciliations and client communications.

The ideal candidate holds a degree or progress toward one in Business, Banking & Finance, with at least four years in a financial institution, and strong MS Office skills (Excel; macros or Access is a plus).

Qualifications

• Degree/Diploma in Business, Banking & Finance or progress towards degree.
• Minimum 4 years working experience in a financial institution, preferably in middle/back-office roles.
• Experience in back-office operations including processing, reconciliation and securities transfer.
• Proficient in MS Office; Excel and related tools; macros/Access are advantages.

Responsibilities

• Handle CASA renewal, retention and fresh funds requests.
• Perform internal account opening and maintenance/closure instructions.
• Handle internal securities transfer and fees processing.
• Prepare client letters and reconcile transactions; generate daily reports.
• Liaise with back office to ensure timely processing and respond to front-to-back office queries.
• Undertake ad-hoc tasks as assigned by supervisor.

Skills

Attention to detail

Analytical skills

Communication skills

Independent work

Education

Degree/Diploma in Business, Banking & Finance or progress towards degree

Tools

MS Office

Excel

Excel Macros

MS Access

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

The successful candidate will be part of the Private Bank Middle Office - Client Fulfillment, supporting the following activities.

• 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

Requirements

• 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 various back-office operation functions which includes 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.

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.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings.

With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site