Digi Technology Services - Senior Management Role - Wealth Management

Senior Management Wealth Management

Should be expertise in Wealth Management In Banking

1. Check & process wealth management transactions as per the checklist prepared. Quality check to mitigate any potential miss-selling risk.

2. Assisting in policies and processes, standardization of all checklists, SAU manual, and call back questionnaires, and obtaining approvals from legal and compliance from all countries.

3. Conducting regular reviews with sales units and revising & recommending workflow changes for maximizing efficiency and ensuring premium service to clients.

4. Conduct Call Back and call monitoring of WM / other Specific Transactions for Quality Control / Compliance Check (Non-recorded F2F Transactions)