Wealth Management Operations Specialist - Singapore - CORNERSTONE GLOBAL PARTNERS PTE. LTD.

    CORNERSTONE GLOBAL PARTNERS PTE. LTD.
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    Cornerstone Global Partners Pte Ltd background
    Banking / Loans
    Description
    Roles & Responsibilities

    Job Responsibilities:

    • Ensure smooth daily processing of Private Banking transactions, settlements, and corporate actions, ensuring timely and accurate processing in accordance with policies and guidelines.
    • Conduct initial checks on clearing and custody for securities and derivative transactions, as well as reconciliation activities.
    • Collaborate closely with business departments to support daily processing and settlement operations.
    • Review and improve workflows and procedures to enhance operational efficiency.
    • Manage reporting to Head Office and the Monetary Authority of Singapore (MAS) related to Private Banking business.

    Job Requirements:

    • Minimum 5 years of operations experience in private banking.
    • Excellent knowledge of investment products including FX, bonds, equities, mutual funds, and structured products (DCI, ELN).
    • Experience with Avaloq system preferred.

    R
    EA: 19C9859

    Tell employers what skills you have

    Wealth Management
    Excellent Communication Skills
    Upselling
    Due Diligence
    Wealth
    Corporate Actions
    Private Banking
    Transparency
    Securities
    Scratch
    Networking
    Bonds
    Diplomacy
    Mutual Funds
    Equities

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