New job IWM Asia Operations Client Onboarding 1-3yrs in Karnataka

IWM Asia Operations Client Onboarding 1-3yrs

Company : Rangam Infotech Private Limited
Salary : Details not provided
Location : Karnataka

Full Description

Job Description

Skills -
  • Excellent communication skills
  • Account opening , Static data management

The International Wealth Management Asia Operations Client Onboarding team is responsible for supporting Private Wealth Management (PWM) business unit in Hong Kong, Singapore and Australia.
The Client Onboarding team within Asia Wealth Management (AWM) Operations is primarily responsible for Account Opening, Account Maintenance and Account Closure of PWM clients.
The team has diverse responsibilities, including but not limited to:
  • Processing of PWM Account opening documentation in Asia region received from PWM Sales teams
  • Liaise closely with PWM Branch admins for approvals of client documents and ensure paperwork is complete before processing the documents in relevant systems
  • Review completed and approved documents and enter into various systems/applications used for client on-boarding /set up
  • Work with PWM Business approvers to ensure Account Opening requests are processed in a timely manner
  • Processing of Account Maintenance requests (address changes and any other referential data) received from clients into relevant systems
  • Processing of Account Closure requests received after performing appropriate checks and balances
  • Escalate any risk issues to management

The ideal candidate will be/have:
  • Strong investigative, analytical and problem solving skills
  • Experience of client onboarding process preferred, but not a must
  • Strong attention to detail and be highly deadline oriented
  • Ability to handle volumes with accuracy
  • Providing value-added client service to the business
  • A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk
  • Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk
  • Excellent teamwork skills, outgoing and motivated
  • Effective organizational skills
  • Self-motivated with an ability to work consistently and efficiently under pressure
  • High degree of computer literacy, including knowledge of Windows-based applications such as Word and Excel

The ideal candidate will be able to demonstrate the below skills:
  • Strong verbal and written communication skills.
  • A proven track record of delivering exceptional internal client service.
  • An understanding of risk management and escalation.
  • High levels of accuracy and numeracy.
  • The utilization of analytical and investigative skills to a successful conclusion.
  • Proactive & flexible team player
  • The ability to establish and build effective working relationships with local and global colleagues.
  • Continually seeking opportunities for improvement and delivering innovative solutions.

1.00-3.00 Years

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