Job Description

About the client

With a legacy of more than 130 years across the globe, our client has been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, they understand your needs, and take the long view when it comes to your assets. Whether you\'re starting a company, planning for your retirement, or want to ensure your loved ones will be taken care of in the future; their experts will help find the solution that is right for you.

They are one of the largest key wealth management providers in the region. Their Asia footprint covers major cities in the region including booking centres in Hong Kong and Singapore, offices in Shanghai, Mumbai and other key cities in India as well as joint ventures with a Leading Commercial Bank in Thailand and Japan.

They understand the needs of high and ultra-high net worth individuals in the region and are well positioned to serve them and their families for the long term.

General Description

The Data Management Mailing officer is a key member in the Accounts Management department. He/She is responsible for mailing related static maintenance in Filler, eBanking, etc. for client portfolios and agents (EAM/EFA/Finder relationships), as well as handling of ad-hoc client output requests.

Key features of the position

Client Management (internal & external)

• Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require and challenges faced
• Manage Front Offices queries and support troubleshooting
• Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying with the Banks policies and procedures, as well as regulatory requirements

Business Management

• Timely and accurate processing of e-banking applications / modifications / cancellations, mailing addresses and conditions changes for clients and agents
• Handle returned mails for client portfolios
• Manage ad-hoc clients statements and advices printing requests
• Support the team in user acceptance testing and procedures documentation
• Maintain client data in the bank systems and perform clean-up when required
• Perform signature verifications of the client forms.
• Understand and possess good knowledge of system/business requirements in how client and agent records are maintained / derived
• Strong commitment to quality service and a desire to drive innovation and continuous process improvement initiatives
• Support any ad-hoc tasks / requests as assigned from time to time

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Meticulous and efficient working style
• A team player who is able to interact and work with a broad spectrum of people
• Able to work in a fast-paced and dynamic environment with minimal supervision and meet tight
• deadlines
• Proactive, hands-on and solutions-oriented
• Good analytical and problem solving ability

Professional and Technical

• Degree with at least 3 years of related working experience
• Previous experience in mailing related data maintenance for Client and Agent (EAM, EFA, Finder) records is preferred
• Good knowledge of account documentation requirements in a Private Banking environment will be an advantage
• Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology

RANK APPLICABLE TO THE POSITION

N/A (contract role)

REPORTING LINE

Functionally to Head of Data Management Mailing Team

FURTHER INFORMATION

Region/Division: COO and Intermediaries / COO APAC

Location: Singapore

Hyred