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Wealth Operations Manager

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An international bank is seeking to employ a Wealth Operations Manager, who will be reporting to the Senior Operations Manager. The successful candidate will managing the back-office function, ensure that business processes are carried out, whilst managing risk and minimising losses.

  • To manage the wealth and investment management back-office activities, ensuring that the Unit is compliant with regulatory obligations and that risk is timely identified
  • To ensure that the Unit operates in an efficient, controlled and in accordance with set timeframes
  • To be a central point of contact to ensure smooth liaison with 3rd party product providers and other Wealth Management & Distribution Stakeholders
  • To effectively manage the activities related to the processing of Life and Non-Life insurance applications and renewals in a timely manner
  • To ensure customer queries from the front line are handled in a timely and appropriate manner
  • To make sure processes and procedures are maintained up to date
  • To remain up-to-date with industry and regulatory developments and best practices in this area
  • To set and maintain performance metrics, carry out regular assessments and prepare reports
  • Banking qualification or professional qualification related to the area would be considered an asset
  • Have proven experience in leading teams in the area of wealth, investment and insurance back-office
  • Have technical knowledge in wealth / investment and insurance, particularly from a back-office perspective
  • Very good knowledge of Microsoft suite products, especially Excel
  • Be customer oriented with strong focus on quality of service and good sense of business