Job Description Leading bank with strong global network covering operational functions for the Bank's Global Wealth Management business
Prepare Audit confirmation to auditors, client reference letter to front office and margin call letter to client.
Perform document check and signature verification for order placement and payment processing.
Ensure outgoing payments is performed and processed on timely and accurately in accordance to the policy/guideline.
Review control reports and adhere to the escalation matrix for any outstanding or dispute findings.
Support DPM (Discretionary Portfolio Management) activities and managing miscellaneous fee processing.
Actively engage in new project / UAT testing to enhance our process and objective of optimizing automation
Ensures the escalation of operational, regulatory and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions
Applies GTO and Business strategies and objectives across product and business lines within all internal and external policies/guidelines and requirements of the regulators and to agreed SLAs, KRIs and/or KPIs.
Experience / Exposure
Diploma/Degree in related discipline (Banking/Finance preferred but not necessary)
Strong background in Wealth Management products and operations, preferable with 2 - 4 years' experience
If you are keen on this role, please apply now or send a copy of your CV to email@example.com .
Please be informed that only shortlisted candidates will be contactes.
EA Licence No: 11C5502 | EAP Registration No: R1985893