Wealth management

Role Description

The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team.

What we'll offer you

• As part of our flexible scheme, here are just some of the benefits that youll enjoy.
• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Review client account opening documentation as per regulatory and internal policies.
• Understanding of power of attorney processing and client onboarding controls.
• Participation in the sighting and distribution of incoming orders in the DO emergency
• Oversight on notifications preparation and timely client & business.
• Processing of securities orders such as
• Closure of accounts / deposits / investment products
• order registration/modification/deletion
• Collection of payment orders
• Editing lists
• settlement of internal deposits
• handling of written orders
• Support project team on all data migration projects.
• Bringing controls and efficiencies in existing process.

Your skills and experience

• German Language Proficiency B1.
• Good understanding of financial product and markets like Bonds, equities & other financial products.
• 2-4 years of experience in Security Services in any Private Banking.
• Hands on experience in reviewing client on-boarding documentation.
• Willing to work in Multiple/ rotational Shifts.