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Open nowPosted 29 days ago

Banking Operations- Portfolio Ops

MyCareersFuture94,028 open roles

Pay
SGD 3,500 – SGD 3,800 a month
Where
Singapore
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Your applicationOpen nowBanking Operations- Portfolio OpsMyCareersFuture · Singapore

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The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 29 days ago

The posting

Pre-processing check for all transfers and co-ordinate Portfolio Transfers

  • Ensure all relevant approval is obtained and instruction provided by Business adheres to client’s signing mandate and procedure
  • For transfers of portfolio, co-ordinate with various teams to ensure smooth transition of client assets as well as Portfolio transfers via Letter of Undertaking
  • Escalate any deviation to procedure

Securities Transfers

  • Close liaison and coordination with various parties including Front Office, internal departments, custodians and counterparties
  • Proficient in managing daily requests for security transfer from initiation of request to completion
  • Timely and accurate processing of security transfer request
  • Effective management and resolution of failed transfers
  • Adherence to procedures, control guidelines, market regulation and compliance framework
  • Provide seamless and efficient services to front office

Control

  • Effective management of stock and cash breaks
  • Perform end-of-day control checks
  • Ensure any exception handling is as per exception handling framework

Query Management

  • Ensure all queries from Business are resolved within expected timeframe or escalated to the correct parties

Change Management

  • Identify control gaps and work with team to review process efficiency and deliver improvements
  • Participate in projects as and when required

Requirements

  • Minimum 3 years of experience in Private Bank Operations in Securities Transfers
  • Tertiary education with a good academic track record
  • Good knowledge of Microsoft Office
  • Clear written & verbal communication skills with all levels of staff
  • Client-oriented mindset
  • Meticulous and good team player
  • Ability to work independently & drive initiative forward until delivery
  • Ability to work effectively with both Front Office and Support staff, at all levels
  • Ability to work & deliver under time pressure
  • Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity
  • Ability to perform ad-hoc system testing
  • Knowledge in MS Access / Python / Power BI is a plus

To apply,simply click the "Apply" button or send your updated profile to [email protected]

EA Licence No.:18S9405 / EA Reg. No.:R1330864

Percept Solutions is expanding and actively seeking talented individuals. We encourage applicants to follow Percept Solutions on LinkedIn at https://www.linkedin.com/company/percept-solutions/to stay informed about new opportunities and events.

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