Associate - Wealth Management

Loans & Deposits team is a part of the Wealth Management department. This team is responsible for setting up Loans and deposits for the client for Hong Kong, Singapore and Taiwan, This position is required to process the daily operational activity, handling queries and meeting deadlines for a mentioned payment. This is very critical considering the high value and sensitivity of clients

Responsibilities

1.Responsible for the timely and accurate processing of all client Fixed deposits and loans

2.Ensure proper recording of transaction tickets from LBS and facilitate end to day transaction control sheet

3.Provide operational support for STP transactions

4. Ensure the rates are correctly quoted for fixed deposits and loans

5. Process audit confirmation charges

6. Provide operational support for handling of deceased clients

7. Participate in UAT

8. Participate in BCP documentation drills and ensure to kept up to date on the BCP drills/Activations

9. General filing and warehousing duties

10. Follow up with IT on system issues

1. To keep operational errors to a minimum by adhering strictly to internal procedures and observing applicable banking and regulatory requirements

2. To highlight areas of Improvement in our internal procedures and processes so as to increase productivity, Improve cost efficiency and achieve a more robust operational environment

3. Handles queries on FD/LOANS from operations Management and other department and RM/MA

4. To ensure high quality of service provided to the clients

5. To be a good team player.

6. To Participate actively and contribute constructively to all changes implemented

-