Associate- Wealth Management Operations at BambooHr

The Job holder will be responsible for day-to-day processing of transactions, account opening documentation checks and review and administrative responsibilities as assigned from time to time.

Key Responsibilities

Unit trust operations including client account opening, client purchases and

withdrawals.

Offshore securities processing and update of transaction on I&M Capital’s

transaction processing system.

Local market trades processing which includes but not limited to treasury bonds

and bills.

Archiving of client agreements and other documents

Ensure unit trust statements and client reports are generated and delivered to

clients within agreed frequency and in a timely manner.

Management of client queries/ enquires and complaints with the assistance.

Carry out daily bank account and stock reconciliations and clearance of

outstanding items within stipulated timelines.

Ensure all system upgrades are managed in accordance with policy; all upgrades

are tested and documented.

Ensure compliance with risk management policies and procedures while

processing transactions.

Assist in collation of information required for regulatory reporting as may be

required from time to time.

Assist in collate of management information as required from time to time.

Carry out office administration functions are required by the Country Manager/

Head Investment Advisor.

Education Requirements

A bachelor’s degree in any business-related field

Chartered Institute of Securities and Investments qualification (CISI)

Work Experience

At least two years’ Banking experience

Good knowledge of Wealth Management Operations

Good knowledge of local and offshore markets and trading procedures

Good knowledge of Client onboarding requirements and policies

Key Required Competencies & Skills

• Excellent written and verbal communication skills
• Excellent time management skills & proactive in all aspects
• Outstanding interpersonal skills and ability to work across functions
• Initiative – must be a self-starter, able to work independently with drive and

motivation and able to perform optimally under pressure and with strict deadlines

• High level of accuracy and attention to detail.
• Ability to learn new systems fast
• Resilience and drive

 

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