AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

Job Description - AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
Proactively manage ongoing client requests and resolve service issues with a client-centric approach.
Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.
Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
Monitor and track service delivery metrics, identifying areas for process improvement.
Ensure all client documentation and records are accurate and up-to-date.

Requirements

University graduated / Degree holder in Banking and Finance or related disciplines
10+ years of experience in client service or operations within wealth management or private banking
Strong understanding of financial products, investment vehicles, and regulatory frameworks.
Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
Excellent communication and interpersonal skills, with a client-focused mindset.
Ability to manage multiple priorities and deliver under pressure.
High attention to detail and problem-solving abilities.
Proficiency in CRM and wealth management platforms.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Original job AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

Job Description - AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support)

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