Contractor, Specialist, Wealth Management Operations, Consumer Banking Ops, Technology & Operations
Core
Execute FX, fund transfer, and time deposit transactions; process DCI/SIP orders and payments; support business units with promotional cash rebates and commission booking.
Role type
Wealth Management Operations Specialist
Builds
Transaction processing workflows, reporting outputs, and system enhancements for consumer banking operations
Domain
Consumer Banking / Wealth Management
Required skills
FX transaction execution, fund transfer processing, time deposit management, DCI/SIP order processing, maturity payment processing, coupon distribution, CBC media reporting, OTC reporting, tax reporting, promotional cash rebate processing, BANCA commission booking, UAT testing, test case preparation, issue log tracking, SOP maintenance, RCSA/SCSA documentation, PDPA review preparation
Preferred skills
Stakeholder collaboration, system enhancement support, training material development
Technologies
None explicitly stated
Responsibilities
Execute FX, fund transfer, and time deposit transactions; Process DCI and SIP subscription, redemption, maturity payments, and coupon distributions; Process CBC media, OTC, and tax reporting; Support business units in processing promotional cash rebates and BANCA commission booking; Collaborate with stakeholders on projects and system enhancements; Prepare test cases, maintain UAT issue logs, conduct testing and retesting; Review and update training materials and SOPs; Prepare and update documentation for RCSA, SCSA, self-assessments, and PDPA reviews
