Senior Officer / Manager - Investment Finance Documentation

About the role

United Overseas Bank (UOB) is looking for a Senior Officer / Manager to handle credit and security documentation within its Private Bank. The role covers preparing documents such as Lombard, mortgage, insurance and single stock agreements, checking them against approved terms and acting as the department's subject matter expert.

Key responsibilities

• Prepare credit and security documentation (Lombard, Mortgage, Insurance, Single Stock etc.) based on approved parameters.
• Ensure all approved terms are correctly reflected in the documents and that they are complete before being released to Senior Client Advisors for client acceptance or issuance.
• Check returned documentation to confirm all pages are returned, signatures verified and no unauthorised amendments.
• Register charges where necessary, update the document deficiency report and send monthly reminders.
• Liaise independently with legal, compliance and other stakeholders on documentation issues and negotiate clauses while protecting the Bank's interests.
• Obtain, renew and maintain master legal opinions for existing and new jurisdictions.
• Maintain templates of all credit and security documents and act as the subject matter expert representing the team or department.

Required profile

• Preferably 2 to 3 years of experience in Private Bank credit documentation.
• Ability to work independently and take initiative.
• Good command of English and understanding of the Private Bank business.

Required skills

• Ability to work on documentation templates and negotiate with internal and external legal counsel.
• Understanding of private banking documentation and credit security instruments.