Your new company
The company is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm’s employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
Your new role
Act as the primary point-of-contact for Front Office colleagues in integration-related activities, including but not limited to the following:
Client preparation activities for PBM to migration, e.g. support for client communications, client re-papering, queries on the migration process, information onproduct decommission;
Oversee and track pre-migration data remediation activities on client accounts
Oversee and track client consent completion
Partner with various Business / Functional SMEs (such as Operation, Product Teams, Migration specialist) for timely issue resolution during post migration phase.
Contribute the key feedback themes obtained to Central Familiarization Stream to supplement the internal training / support materials to bridge knowledge gaps and to continually improve the internal processes.
What you’ll need to succeed
Prior experience in dealing with Wealth Management clients, process or platforms, ideally for at least 5 years.
Language proficiencies in English, Mandarin and / or Cantonese, based in Singapore / Hong Kong in order to support local clients base
Project management skill sets / experiences – The candidate shall be people-oriented, with good communication, interpersonal, and stakeholder management skills
Solution oriented, with ability to pick up information quickly, think outside the box, and deliver responses confidently to non-technical audiences
What you’ll get in return
What you need to do now
If you’re interested in this role, click ‘apply now’ or forward your latest resume to ***************@hays.com.my
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Hays Registration Number: 200609504D,
EA License: 07C3924,
Registration ID Number: R22108490