lavori da Management And Operations in località Malaysia

A Wealth Business Management and Operations individual contributor – Main role is to ensure operational excellence for the Wealth Management business unit. The role bridges the gap between controls and process optimization, business administration & management.

• Process Private & Priority Banking client tagging/un-tagging applications received nationwide within 2 working days.


• Perform call back to customers on confirmation of product disclosure and compliance in accordance to the Customer Risk Profiling framework; including call back to the Vulnerable Investors (VI) and other high risk transactions


• Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.


• Handle Business Management activities such as management of budget, cost and business administration, including administrating vendor due diligence and review


• Work closely with various departments including Project Team and Technology to champion opportunities for process optimization across client life cycle management.


• Administer procedure update for the department.


• Responsible to test controls as part of department Risk Control Self-Assessment.


• To ensure all pre-transaction compliance call backs are performed as per SOP.


• Execute Control Self-Assessment (CSA) of the department.


• Support Business Unit Compliance Representatives (BUCR) of Retail Wealth Management Services (RWMS) and other compliance representatives that may liaise with for the function and role.

• Minimum Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.


• Good command of English and Chinese (both oral and written)


• Excellent interpersonal skills.


• Highly motivated and result-driven


• Proficient in MS Office such as PowerPoint, Excel, and Words


• Problem-solving skills – good at troubleshooting and resourceful


• At least 2-3 years of relevant banking and wealth management experience


• Knowledge of Wealth investment products will be helpful

For more job opportunities, please go to HLB Careers: https://hlb.wd3.myworkdayjobs.com/HLBCareers/

We appreciate your application and will be in touch with shortlisted candidates regarding next steps.