Job Description

Executive, Middle Office

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 jour...

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