Wealth Management Remediation Specialist

7 days ago

Singapore beBeeBusiness Full time $90,000 - $120,000
Remediation Program Coordinator: A Key Role in Wealth Management

We are seeking a detail-oriented and skilled business analyst to join our major regulatory remediation program aimed at uplifting our existing clients' Source of Wealth (SOW) for GWM Hong Kong and Singapore.

This Remediation program coordinator role will be pivotal as the conduit of communication between the Front Office and external vendors to facilitate clear understanding of requirements, timelines, and expectations.

The case managers will ensure key performance indicators (KPIs) for their respective market segments are met including completion rates, while maintaining high standards of quality in delivery.

The ideal candidate will have a strong background in the wealth management business, some client service, KYC process knowledge, and the ability to work collaboratively across various departments.

Key Responsibilities:
  • Monitor the end-to-end progress of KYC case files, track status, proactively address bottlenecks, and ensure timely submission of accurate documentation from the Front Office.
  • Act as the first line of escalation for vendor-related issues within the assigned business line. Identify and resolve policy or process-related queries in collaboration with Business Risk Organization or Financial Crime Prevention.
  • Ensure Front Office accountability for the completeness and accuracy of client-provided information. Work with vendors to clarify deficiencies and communicate feedback constructively to Front Office stakeholders.
  • Identify trends or recurring issues in the SOW uplift process. Provide feedback to Program manager to improve operational efficiency, communication flow, or client experience.
  • Maintain clear and accurate records of all communications, escalations, and decisions. Generate and present periodic progress reports to senior stakeholders.
Requirements:
  • 5-8 years of experience in the banking industry, preferably with experience in the wealth management business.
  • Preferably with 2–3 years of experience in client onboarding, KYC/AML operations, or relationship management within financial services.
About the Job:

This is a unique opportunity to join our team and contribute to the success of our regulatory remediation program. If you have the skills and qualifications we're looking for, please apply now

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