Wealth Management Operations Specialist
5 days ago
At Best Careers and Opportunities, we are seeking a highly skilled Wealth Management Operations Specialist - Driving Efficiency and Excellence to join our team.
About the RoleThis is an exceptional opportunity for a motivated and detail-oriented professional to drive efficiency and excellence in wealth management operations. As a Wealth Management Operations Specialist, you will play a critical role in enabling client activities, leveraging technology tools, and collaborating with partners to deliver innovative solutions.
The successful candidate will possess excellent communication and problem-solving skills, with a keen understanding of client lifecycle processes, including documentation, screening, and static change. They will also have a strong risk and control mindset, with a structured and logical approach to analysis and problem-solving.
In this role, you will work well with minimal supervision, be methodical, concise, and accurate, with strong attention to detail. You will also be a good communicator, comfortable facing multiple stakeholders, and an effective team player with a professional and positive attitude.
Key Responsibilities- Enable client activities through timely action on client requests with high precision.
- Leverage leading technology tools to automate and improve efficiency.
- Collaborate well with partners from various functions and come up with innovative solutions for our clients.
- Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality.
- Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.
- University degree, preferably in banking or finance related discipline.
- Several years of experience in bank operational roles, preferably wealth management related.
- Keen understanding of client lifecycle processes which includes documentation, screening and static change.
- Good client service mindset with excellent communication and problem solving skills.
- Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.
We estimate the salary for this role to be around $80,000 per annum, based on industry standards and location. If you are a self-starter who can work well with minimal supervision, and possess the skills and qualifications outlined above, please apply for this exciting opportunity.
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