Wealth Support Manager
Full Job Posting
Qualifications
- Requirements & Skills
- Bachelor's degree in Finance, Economics or a related field.
- Minimum 5 years of banking experience in a similar role, with a proven track record in trade execution and operations.
- Strong understanding of equity and fixed-income markets, mutual funds and structured products.
- Excellent analytical, Excel and problem-solving skills.
- Strong knowledge of trade controls, risk management and regulatory requirements.
- Excellent communication, stakeholder management and teamwork skills.
- Ability to work independently and perform under pressure in time-sensitive environments.
- CISI certification is highly desirable.
Key Responsibilities
- Oversee the end-to-end trade lifecycle, including trade execution, validation, confirmation and reconciliation across various asset classes.
- Ensure accurate and timely processing of investment transactions while maintaining compliance with internal policies and regulatory requirements.
- Manage trade operations, investigate discrepancies and resolve operational issues within agreed timelines.
- Monitor trade-related risks, implement effective controls and support audit and compliance reviews.
- Provide middle-office support, including portfolio reviews, investment reporting, corporate actions and client investment requests.
- Analyse market and portfolio data to identify investment opportunities, risks and performance trends.
- Collaborate with Relationship Managers, Investment Advisors, Wealth Specialists and internal stakeholders to ensure seamless service delivery.
- Lead and develop the team, monitor performance and drive continuous process improvements.
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