Subject Matter Expert - Global Private Banking

Allegis Global Solutions (AGS); Bengaluru; On-site; INR 420,000 - 660,000; Full time

Job summary

Allegis Global Solutions seeks an experienced Subject Matter Expert - Global Private Banking to independently process and verify activities across Banking, Payments, Account Opening/Servicing, Settlements, Corporate Actions and Private Equity across multiple regions.

Successful candidates will have 2–3 years in Investment Operations or Private Banking, knowledge of Asset Servicing or Securities Ops, excellent English communication, and flexibility to support UK/US/APAC business hours.

Qualifications

• 2–3 years of Investment Operations or similar experience in Investment Banking or Private Banking operations.
• Knowledge of Asset Servicing (Corporate Actions/Income processing) and/or Securities Operations (Settlements).
• Experience in Money Market trade operations, Derivatives, Funds Processing, Cash management & Payments is a plus.
• Strong judgement and decision-making ability.
• Excellent written and spoken English communication skills.

Responsibilities

• Process and check activities in Banking, Payments, Account Opening/Servicing, Settlements, Corporate Actions & Private Equity across regions.
• Acquire and update knowledge on procedures for processes supported across regions.
• Ensure processes meet standards and improve customer service and efficiency.
• Identify issues and escalate as needed in a timely manner.
• Follow process manuals and internal controls; support ad hoc reporting and projects.

Skills

Investment Ops

Private Banking

Asset Servicing

Securities Ops

English Proficiency

Job description

We are currently seeking an experienced professional to join our team in the role of Subject Matter Expert - Global Private Banking

In this role, you will:

• Responsible to independently and accurately process / check accurately a range of activities timely related to Banking, Payments, Account Opening/Servicing, Settlements, Corporate Actions & Private Equity etc across multiple regions
• Required to acquire and update knowledge on procedures related to relevant process supported across multiple regions.
• Independently ensure that the process requirements are met, adhered to, completed in accordance with established procedures and standards set. Demonstrate ways to improve customer service/journey and increase productivity (efficiency & Quality).
• Proactively identify issues, if any in the services provided and timely escape.
• Ensure that the process related procedures are implemented as per the process manuals.
• Apply judgement to resolving customer requests efficiently ensuring accuracy and professionalism.
• Meet targets on productivity and accuracy as per the targets and metrics defined for the process. Responsible to interpret Instructions/requests, understood and implement.
• Conduct research to resolve discrepancies to satisfaction of all parties and within established procedures and regulatory guidelines. Reply and attend to enquiries/feedback for internal/external clients.
• Comply with Policies and Procedures and established guidelinesprocedures. Represent the bank in a professional manner whilst following up with various stakeholders.
• Independently ensure all enquiries are handled appropriately within assigned authority levels and elevate other enquiries to appropriate parties. Assist with special or Ad hoc Reporting and Projects.

To be successful you will:

• Minimum of 2-3 years of prior Investment Operations or similar experience in Investment Banking or Private Banking operation (E)
• Working knowledge and awareness of Asset Servicing (Corporate Actions/Income processing) and/or any other Securities Ops function like Settlements (E)
• Knowledge or experience in fields like Money Market trade operations, Derivatives, Funds Processing, Cash management & Payments will be an added advantage (D)
• Good judgement and decision-making skill (E)
• Excellent communication skills in English, both written and verbal (E)
• Considerable flexibility in working varying shifts to support UK/US/APAC business hours, when necessary, which will normally be from around 12:30pm 21:30pm IST (UK business hours) or 5:30 PM and 2:30 AM IST (US Business hours) DST applicable. Asia Pacific Business hours 6:30am - 3:30pm IST.
• Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Is aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations.
• Understands, follows, and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.