Wealth Management Operations Specialist
5 days ago
About the Role: As a key member of our team, you will play a crucial part in enabling client activities through timely and precise actions. Leveraging cutting-edge technology tools, you will automate processes to improve efficiency and work collaboratively with partners from various functions to deliver innovative solutions for our clients.
Key Responsibilities:
- Maintain high precision in executing client requests
- Utilize leading technology tools to streamline processes
- Collaborate with partners to develop innovative solutions
- Ensure client privacy by demonstrating sensitivity and understanding of data confidentiality
- Protect the bank by maintaining awareness of potential breaches and taking proactive measures to prevent their occurrence
Requirements: We are looking for candidates with a university degree in a banking or finance-related discipline and several years of experience in bank operational roles, preferably wealth management related. A keen understanding of client lifecycle processes, including documentation, screening, and static change, is essential. Strong risk and control mindset with excellent communication and problem-solving skills are also required.
Desirable Skills:
- Fresh graduates with internship experience in a bank on the operations side
- Candidates up to 2 years of experience in any bank ops role in the back office or middle office
- Candidates who have worked in any of the Run The Bank Process
- Candidates who demonstrate efficiency and attention to detail while under pressure and adhere to timelines
- Candidates with good communication skills
Estimated Salary: SGD 45,000 - SGD 60,000 per annum based on experience and qualifications.
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