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Production Agent-Wealth Management Operations Specialist
4 months ago
JOB TITLE: PRODUCTION AGENT - WEALTH MANAGEMENT OPERATIONS SPECIALIST
Job Description
Job Role:
· 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.
Roles & Responsibilities
Skills and Qualifications:
· 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.
Desirable Skills
Additional points:
- Fresh grads with Internship experience in a Bank on the Operations side either Back office or Middle office ( we can focus more on such candidates).
- People up to 2 years of experience in any Bank Ops role in Back office Or Middle office -Candidate has worked in any of the Run The Bank Process.
- The candidate needs to demonstrate a level of efficiency and attention to detail while under pressure strictly adhering to timelines.
- Candidates with good communications skills.