Middle Office Executive - #1162194

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.

Requirements:

• Independent and able to accomplish tasks with little guidance

• Well-organised, strong follow-up skills and meticulous

• Certifications in CMFAS 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