Supervising Wealth Expert

5 days ago

Singapore beBeeWealth Full time
Role Overview
We are seeking a seasoned professional to join our Wealth Management team as a Wealth Supervision Analyst . This is an exciting opportunity for a skilled and experienced individual to contribute to the development of new techniques and improve processes and workflows within the area or function.
About the Role
This role will support supervision programs for the Asia South and North cluster, including execution and reporting results to provide global risk management consistency and excellence. You will work closely with business partners on findings and make recommendations on improving practices, develop procedural implementation and change management processes, examine procedures for consistency and gaps relative to regulations, and conduct internal testing of dispute processes to ensure control. Additionally, you will monitor exceptions to dispute policy and identify drivers of exceptions, exercise independence of judgement and autonomy, and act as a subject matter expert to senior stakeholders and/or other team members.
Responsibilities
  • Support Supervision programs for the Asia South and North cluster for Wealth including execution and reporting results to provide global risk management consistency and excellence.
  • Works closely with business partners on findings and makes recommendations on improving practices.
  • Develops procedural implementation and change management process.
  • Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience.
  • Conducts internal testing of dispute processes to ensure control.
  • Monitors exceptions to dispute policy and identifies drivers of exceptions.
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and/or other team members.
Requirements
To be successful in this role, you will need:
  • 5-8 years of experience
  • Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Knowledge of investments, insurance products
Benefits
This role offers a range of benefits, including access to telehealth options, health advocates, confidential counseling, and more. We also empower our employees to manage their financial well-being and help them plan for the future. Citi Wealth is an integration of Citi Private

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