Responsible for the day-to-day management of the Fund Services Team across orders placement and trade settlement (Across Mutual Funds / Hedge Funds / Private Equity Funds)
Ensure operational efficiency and minimal level of operational risk
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Handle incoming customer requests professionally, ensuring prompt and thorough resolution of issues.
Build Level 1 competency in spare parts identification for assigned BUs, supported by 2nd-level Technical Advisors and BA/BU (Global/Region) teams during the quotation process.
Drive process improvements and implement best practices for efficiency and accuracy.
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To comply with all applicable money laundering prevention procedures and highlight suspicious activities/behaviour of staff and clients during and after client onboarding process. For e.g., account irregularities and alert TL/CA of the suspicious transactions on a timely basis
Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, reputation and other risks
Support business growth and efficiency by facilitating faster and better client experience in engaging/fronting process streamlining and enhancement initiatives (e.g. client onboarding, Order placement, Client Servicing and Transactions like payments, loans/desposits etc)
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Operational Efficiency: Ensure the outbound process is efficient and that all tasks, including picking, packing, and sorting, are completed on time.
Goods Processing: Ensure that all goods are processed immediately upon arrival and that the outbound preparation is completed without delays.
Performance Reporting: Provide performance reports to the Team Lead for review, highlighting any operational issues, bottlenecks, or areas for improvement.
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