WM Operations Specialist (Data and Document) | Singapore, SG

Hays; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A global investment bank is seeking a WM Operations Specialist to enhance client lifecycle activities within their wealth management businesses in Singapore and Hong Kong. This role involves timely client request management, technology leverage for efficiency, and a strong focus on client data confidentiality. Ideal candidates will possess a degree in finance and considerable operational experience in banking.

Qualifications

• Several years of experience in bank operational roles, preferably wealth management related.
• Keen understanding of client lifecycle processes including documentation and screening.
• Structured and logical approach to analysis.

Responsibilities

• Enable client activities through timely action on client requests.
• Leverage technology tools to automate and improve efficiency.
• Maintain client privacy with a strong understanding of data confidentiality.

Skills

Client service mindset

Communication

Problem-solving

Risk management

Data confidentiality

Education

University degree in banking or finance

Job description

WM Operations Specialist (Data and Document)

Company
A global investment bank is currently seeking local banking operations expert to join their Client Lifecycle Management Operations Hub covering APAC region. We play a vital role in supporting client lifecycle activities of our Singapore and Hong Kong wealth management businesses. By working closely with our partners across the organization, we ensure we fully support our Wealth Management business which manage, preserve and grow the wealth of our clients.

The 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

The requirements:➢ 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

If you are interested, drop your CV to [e-mail] now!

We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.

If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.

Instead, please report the message to our support team at [e-mail] .

It is advisable to always verify job offers directly with the hiring company.

Hays Specialist Recruitment Pte Ltd, Singapore ("Hays Singapore") is one of Singapore's leading recruitment companies in recruiting qualified, profess...

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.