Static & Client Support Processing Officer- Group Wealth Operations
2 months ago
• Perform wealth account opening/closure, tag different currencies to investment cash accounts
• Set up sub trading accounts with broker
• Set up safekeeping accounts with custodians
• Collect W8BEN forms from front office and provide to custodians
• Handle queries from various counterparties, relationship managers and relationship officers
• Handle adhoc projects/initiatives and user acceptance testings
Qualifications
Requirements:
• Diploma Holder & above
• Good product & banking knowledge
• At least 2 years of work experience in Operations departments of banks/financial institutions, preferably with exposure in Static Creation/Maintenance and/or Account Opening
• Meticulous and have a keen eye for details
• Able to work under stress and can adapt to changes
• Good inter-personal skills
• Good team player
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