Client Solution (Presales) Partner - Banking Finance Transformation
Client Solution (Presales) Partner - Banking Finance Transformation Teknowiz Sydney, New South Wales, Australia We are urgently... more info
Client Servicing - Banking Operations
Salary:
80.00 - 100.00
Posted:
14-02-2025
Category:
Financial Advice Private Banking
Melbourne,
Job Description
Get AI-powered advice on this job and more exclusive features. Recruiting Hong Kong's Top Project Professionals Operations professional required to help support client onboarding, deceased estates processing and intermediary/external planner functions for my clients Wealth Management business. Strong understanding around client lifecycle management and exception communication skills are required for this position. Responsibilities: Ensuring all daily processes and SLAs are met within applicable timeframes Maintaining a culture of high performance and excellent service for both internal and external clients Contribute to additional administration projects as requested by management Provide exceptional client service support to internal and external clients alike Intermediary & External Planner administration Required Skills: Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements) Understanding of regulatory rules and how they apply to the business Experience in the production of procedure writing documents, spreadsheets Acute awareness of risk, with clear focus on control and timely escalation of risk items to management Strong investigative, analytical and problem solving skills If you’re interested in finding out more about this role please apply now for immediate consideration. Seniority level Not Applicable Employment type Full-time Job function Finance Industries Financial Services, Investment Banking, and Banking #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 14-02-2025
Category: Financial Advice Private Banking
Melbourne,
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