Operations Specialist
Core
Back-office operations specialist supporting Client Performance Reporting and Data Quality Management for Singapore and Hong Kong Booking Centres.
Role type
Operations Specialist (Private Banking)
Builds
Daily operational client performance reports and data quality controls for front unit.
Domain
Private Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Client performance reporting calculation methodologies, Core banking system T24, Performance reporting system Triple'A Plus, Asset class knowledge, MS Office proficiency, Process improvement, Risk control mind-set
Preferred skills
Private banking experience, Stakeholder interaction, Fast-paced environment adaptability
Responsibilities
Collaborate with internal partners and external providers on client performance enquiries and customised statements; Support daily position reconciliation between core banking and portfolio management systems; Provide business support for new initiatives and projects; Identify process improvements and cost optimization opportunities; Fulfill regulatory requirements and complete mandatory trainings.