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Operations Specialist - Private Bank

Job Seekers Singapore Banking Operations Financial Services - Banking

Job Summary

  • Singapore
  • Contract
  • BBBH786858
  • Jul 06, 2021
  • Competitive
Job Description

Leading bank with strong global network covering operational functions for the Bank's Global Wealth Management business

Your role

  • Prepare Audit confirmation to auditors, client reference letter to front office and margin call letter to client.
  • 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.
  • Actively engage in new project / UAT testing to enhance our process and objective of optimizing automation
  • 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.

Experience / Exposure

  • Diploma/Degree in related discipline (Banking/Finance preferred but not necessary)
  • Strong background in Wealth Management products and operations, preferable with 2 - 4 years' experience

If you are keen on this role, please apply now or send a copy of your CV to

Please be informed that only shortlisted candidates will be contactes.

Thank you.

Sheila Yeo

EA Licence No: 11C5502 | EAP Registration No: R1985893


Consultant Details

Consultant Details

Sheila Yeo
Sheila Yeo
  • Consultant | Banking Operations Recruitment
  • +65 6818 3150