Operations - Portfolio Management (Private Bank|Up to 4k)
3 days ago
Responsibilities
Pre-processing check for all transfers and co-ordinate Portfolio Transfers
- Ensure all relevant approval is obtained and instruction provided by Business adheres to client's signing mandate and procedure
- For transfers of portfolio, co-ordinate with various teams to ensure smooth transition of client assets as well as Portfolio transfers via Letter of Undertaking
Securities Transfers
- Close liaison and coordination with various parties including Front Office, internal departments, custodians and counterparties
- Proficient in managing daily request for security transfer from initiation of request to completion
- Timely and accurate processing of security transfer request
- Effective management and resolution of failed transfers
Control
- Effective management of stock and cash breaks
- Perform end of day control checks
- Perform Risk & Control Self Assessment (RCSA) checks
- Ensure any exception handling is as per exception handling framework
The Talent
- No Experiences are welcome to apply
- Experience in monitoring trade transactions to ensure completeness
- Good knowledge in MS Excel VBA or Access preferred
- Experience in creating automation tools or databases to assist business operations
- Experience in developing/ maintaining in department operational manuals
Next Steps
- Drop your resume and contact us to follow-up, or send your resume to
- Only shortlisted candidates will be contacted
Jayden Tan
Direct Line:
EA Licence Number: 91C2918
Personnel Registration Number: R2198828
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