Making A Difference In People's Lives
financial services
WealthManagementOperationsSpecialist(AVP)
“Wealth Management Operations Specialist (AVP) at Making A Difference In People's Lives. Skills: Private Bank Operations, Remittances, Callback, Client Service. Ensure team member performs pre-processing checks. Ensure callbacks are performed in accordance with bank’s SOP”
What You'll Achieve.
helping people grow their wealth; achieve their financial goals; smooth delivery of our wealth management services; making a difference in people's lives; ensure seamless execution of our services; identifying and resolving operational issues; deliver improvements; improve efficiency; optimal delivery of services to the Business; trend analysis/areas of hotspots
Industry & Context.
identifying and resolving operational issues; Access risk and makes decision for exceptional cases; Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity
What They're Looking For.
Must Have
At least 6 years of experience in Private Bank Operations especially in the area of Remittances, Callback or Client Service role, Experience in leading teams, Fluency in English is essential, Clear written & verbal communication skills with all levels of staff, Client-oriented mindset, Meticulous, Ability to work independently & drive initiatives forward until delivery, Ability to work effectively with both Front Office and Support staff, at all levels, Ability to work & deliver under time pressure, Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity
Nice to Have
Knowledge in MS Access / Python / Power BI is a plus, good team player, Participate in projects/changes in relation to regulatory/market requirement
What You'll Do.
Ensure team member performs pre-processing checks
Ensure callbacks are performed in accordance with bank’s SOP
Ensure callbacks are performed within SLA
Effective management on escalation
Resolve or properly escalate issues in a timely manner
Identify areas of improvement with Business
Identify areas of improvement within the team
Engage relevant stakeholders
See through to delivery of improvement initiatives
Review End of Day checks
Ensure monthly Risk & Control Self-Assessment (RCSA) checks are completed
Ensure monthly Sampling Checks are completed
Ensure any exception handling is performed as per exception handling framework
Identify control gaps
Streamlining of processes to improve efficiency
Access risk and makes decision for exceptional cases
Ensure the team response to all queries from Business
Resolve queries within expected timeframe
Escalate queries to the correct parties
Oversee daily operations of the Asset Transfer Validation team
Ensure all requests are handled within the agreed SLAs
Attend to escalations promptly
Manage staff resource allocations within the team
Ensure active load balancing of activities
Ensure optimal delivery of services to the Business
Manage team performance
Manage staff engagement
Ensure MIS reports are completed
Review MIS for trend analysis
Review MIS for areas of hotspots
How You'll Work.
Team & Collaboration
build relationships with our wealth management teams; build relationships with external partners; work effectively with both Front Office and Support staff, at all levels; Engage relevant stakeholders; Identify areas of improvement with Business
Communication Scope
Clear written & verbal communication skills with all levels of staff
Process & Methodology
drive initiatives forward until delivery, Participate in projects/changes in relation to regulatory/market requirement, preparation of test cases, UAT, Regression test planning and execution
Applying for this Wealth Management Operations Specialist (AVP) role?
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