Middle Office Executive
Singapore, Singapore
Job Description
Responsibilities:
- Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
- Comfortable and experienced in handling clients from different market segment both retail and corporate.
- Attend to service enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
- Experienced and familiar client onboarding requirements and regulations.
- Support Account onboarding and Trade Submissions in a timely manner.
- Familiar with equities and wealth management products.
- Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
- Discover, Create and Implement RPA processes to automate the team\'s routine processes if possible.
- Actively support Team and relevant stakeholders in the RPA learning journey.
- Independent and able to accomplish tasks with little guidance
- Well-organised, strong follow-up skills and meticulous
- Certifications in CFMAS modules 1A, 5, 6, and 8 will be a strong advantage
- Keen to learn new technological skills and knowledge.
- A recognized diploma/degree in any discipline, preferably in Finance
- Applicants with at least 3 year of relevant work experience preferred
- Good communication and interpersonal skills
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Job Detail
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Job IdJD1431972
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned