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, escalate, and document operational issues while ensuring appropriate resolution and risk mitigation measures are implemented.
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.
Apply now and make a Difference
Skills Required
- Compliance with internal policies, legal requirements, and external regulatory guidelines
- Competency in Develop
- Competency in Engage
- Competency in Execute
- Competency in Strategise
What We Do
We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia
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