Learn and Understand Wealth Management Businesses.
Distinguish between B2B and B2C Channels through active engagement of stakeholders in terms of data structure and business demands.
Understand and able to trouble shoot the existing UiPath workflow/orchestrator already created and used in the team.
Prepare UiPath/other complement technology trainings on regular basis (biweekly) to equip the team with the relevant UiPath knowledge and troubleshooting skills.
Actively support Team and relevant stakeholders technology (UiPath, Python, SQL, ChatGPT and etc) learning journey.
Discover, Create and Implement RPA processes to automate the team\xe2\x80\x99s routine processes.
Requirements:
Intermediate or strong knowledge in UiPath and Python, strong in MS office especially Excel, Power Query and other prevalent technologies for process automation.
Candidates with 4+ years of experience would be preferred, knowledge in wealth management would be an advantage.
Good command of English and strong in communication and interpersonal skills
Ability to share or teach Team and relevant stakeholders on the mastery of new technological skills and knowledge.
A recognized diploma/degree in any discipline, preferably in Finance
Certifications in CFMAS modules 1A, 5, 6, and 8 will be an added advantage
Independent and able to accomplish tasks with little guidance
Well-organised and meticulous
Reporting Manager
Head of Middle office (Wealth Management)
IT Specialist - UIPath / Python
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