Job Responsibilities

• Prepare Audit confirmation to auditors, client reference letter to front office and margin call letter to client.
• Perform Independent call back with client instruction as per internal policy guidelines.
• Perform document check and signature verification for order placement and payment processing.
• Ensure outgoing payments is performed and processed on timely and accurately in accordance to the policy/guideline.
• Review control reports and adhere to the escalation matrix for any outstanding or dispute findings.
• Support DPM (Discretionary Portfolio Management) activities and managing miscellaneous fee processing.
• Work independently in solving new problem which may arise from time to time and escalate to supervisor as necessary
• Actively engage in new project / UAT testing to enhance our process and objective of optimizing automation
• Builds and maintains relationships with internal stakeholders - Product Desks, Relationship Center, COO, Compliance, AML, ORM, Technology, as well as with Service Providers
• Informs product / function development to ensure a superior offering in the face of changing client needs and market trends
• Ensures the escalation of operational, regulatory and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions
• Applies GTO and Business strategies and objectives across product and business lines within all internal and external policies/guidelines and requirements of the regulators and to agreed SLAs, KRIs and/or KPIs.
• Actively supports the COO strategy, plans and values, contributing to the achievement of a high performance culture. Personally contributes in an environment where people development is the number one priority
• Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution.

Experience / Exposure

• Strong background in Wealth Management products and operations, preferable with 2 - 4 years’ experience
• Ability to work in fast paced environment with different teams cutting across variable functions
• Detailed oriented, highly organized with creative problem-solving skills
• A desire to keep pace product, system and market knowledge in the product line and be open minded, able to share information, transfer knowledge and expertise to team members
• High attention to details and good time management skills are essential.

Qualifications

• Minimum educational qualification: University graduates with a Bachelor’s Degree
• Candidates are required to be proficient in Microsoft Office applications (Excel, Word, and PowerPoint).
• Highly motivated and has excellent writing and analytical skills.
• Ability to multi-task and work under pressure to meet project timelines

Salary Range: $4,500 - $5,000 Per Month