Wealth Operations Specialist/ Senior Specialist

at  Manulife

Singapore, Southeast, Singapore -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate10 Oct, 2024Not Specified11 Jul, 2024N/AGood communication skillsNoNo
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Description:

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

JOB DESCRIPTION

Manulife Investment Management (Singapore) Pte. Ltd. was incorporated in 2007 and is a wholly-owned subsidiary of Manulife. With Singapore being a hub for wealth management in Asia, our principal function is to provide investment management and related services to Manulife Singapore, including the management of the General Accounts, and develop and deliver solutions to institutions, retail and high net-worth clients

Responsibilities:

  • Ensure the processes of client’s instructions which include but not limited to mutual fund subscription, redemption, switching, settlement, transfer and are enforcement of and adherence to the cut-off time of Funds and requirement from Fund’s transfer agency.
  • Support the overall Wealth Operations function including client onboarding, including supporting KYC/AML, name search, and client’s suspicious transactions reporting
  • Support sales channel specific client account maintenance activities and static data updates that need to be completed in Manulife systems
  • Ensure that all processes are completed fully, timely and accurately while adhering to company policies, procedures as well as regulatory requirements
  • Provide excellent client service answering to queries from client and agents with a sense of purpose and urgency
  • Effective collaboration with various internal stakeholder groups like Sales, Product, Compliance, Legal and Risk
  • Provide required reports and updates to internal stakeholders as required
  • Ensure to achieve business and team goals which assigned by supervisor/ managementParticipate business initiatives and project to support the business growth
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REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Multiple product platform distribution operations wealth management operations of a singapore asset management company

Proficient

1

Singapore, Singapore