Contract Staff, Group Wealth Operations - Portfolio Operation

Job Descriptions:

Pre-processing check for all transfers and co-ordinate portfolio transfers

• Ensure all relevant approval is obtained and instruction provided by Business adheres to client’s signing mandate and procedure
• For transfers of portfolio, co-ordinate with various teams to ensure smooth transition of client assets as well as Portfolio transfers via Letter of Undertaking
• Escalate any deviation to procedure

Securities Transfers

• Close liaison and coordination with various parties including Front Office, internal departments, custodians and counterparties
• Proficient in managing daily request for security transfer from initiation of request to completion
• Timely and accurate processing of security transfer request
• Effective management and resolution of failed transfers
• Adherence to procedures, control guidelines, market regulation and compliance framework
• Provide seamless, efficient and value added services to front office

Control

• Effective management of stock and cash breaks
• Perform end of day control checks
• Ensure any exception handling is as per exception handling framework

Query Management

• Ensure all queries from Business is resolved within expected timeframe or escalated to the correct parties

Change Management

• Identify control gaps and work with team to review process efficiency and deliver improvements
• Participate in projects as and when required

Period:                                                                                      

• 6 months contract                              

Location:                                                       

• Raffles Place

Working Hours:

• 9am to 6pm, Monday to Friday

Salary:

• Up to $4,000

Job Requirements:

• Minimum Diploma holder with 2-3 years of experience in Private Bank Operations especially in Securities Transfers or Securities Settlements or Degree in banking and finance/related field of study 
• Good knowledge of Microsoft Office
• Clear written & verbal communication skills with all levels of staff
• Client-oriented mindset
• Meticulous and good team player
• Ability to work independently & drive initiatives forward until delivery
• Ability to work effectively with both Front Office and Support staff, at all levels
• Ability to work & deliver under time pressure
• Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity
• Ability to perform ad-hoc system testing
• Knowledge in MS Access / Python / Power BI is a plus

In lieu of physical interviews, we will be conducting virtual interview, i.e. Skype/WhatsApp/Facetime/Zoom

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

tracy@successhrc.com.sg (Reg No: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)
160 Robinson Rd, #13-07/08/09 SBF Center, Singapore 068914
T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg