Associate/AVP - Wealth Management/Business Management - Bank

The role is for the global platform of a leading global bank

Responsibility - 

Business Management

- Support various location and business governance meetings

- Overall outsourcing management and ensure all BCPs and SLAs in place and regularly reviewed

- General business support (upkeep of org charts, user review and reconciliation around PA trading, voice recording, training, CPD, and MAS/HKMA licencing, support New Hire onboarding/ seating, sharepoint/ intranet management, cost centre management etc)

- Maintain desk operating procedures

Business Integrity

- Support MTA, GSS, Cross Border Travels and other control process and reviews

- Trade Support/ Review

- Provide trade support for GPS/ DPM

- Perform control testing on marketing materials, transactions to be in line with various regulations (e.g. Best Execution, IPO/ New Issue Allocation rules)

- Support generation of daily and weekly dashboard, trade flows and trading highlights

Requirement - 

- Person with post/graduate level degree and analytical skills

- For Associate, minimum 5 yrs banking experience, at least 3 yrs in Wealth Management (preferably)

- For AVP, minimum 7 yrs banking experience, at least 5 yrs in Wealth Management (preferably)

- Knowledge in WM investment products (FX, Structured Products, Equities, Bonds, Funds, DPM, including prior understanding of how WM client orders are handled/ executed) and in the risk/ assurance space

- Meticulous and detail-oriented, and proficient with statistical analysis and preparing charts and graphs

- Proficient in MS Office applications (excel, powerpoint, word) and macro

- Comfortable working with multiple stakeholders across Business, Risk and Finance

- Strong communication skills with ability to clearly articulate one's viewpoints/ blockers / challenges

- Prior experience in direct discussions with on-shore teams

- Good team player, independent and reliable