Assistant Manager/Manager, Wealth Management Operations

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Overview

The role is to assist to process/oversee the end‑to‑end operations for Unit Trust, Structured Products, Bonds, and DCI products. Beyond core operations, the incumbent will drive digital transformation by identifying automation opportunities and utilizing RPA, Macro, and AI skills to simplify processes. Serving as the primary Business Unit Compliance Representative (BUCR), this role ensures the department remains audit‑compliant and operates efficiently with a high degree of independence.

The successful candidate will report to the Manager of Wealth Operations.

Key Responsibilities and Accountabilities

• Daily Operations: Ensure accuracy and efficiency in daily booking, payments (to/from Treasury Processing and customers), and daily confirmations.
• Financial Oversight: Monitor proper reconciliation of units, accounts, GL postings, a...