Job Description

OVERVIEW OF THE DEPARTMENT

 

The International Wealth Management Asia Operations Asset Transfer team is responsible for supporting Private Wealth Management business unit in Hong Kong, Singapore and Australia. 

 

The Asset Transfer team within Asia Wealth Management (AWM) Operations is responsible for entering of securities and cash into the various Client systems to support cash and securities movements into and out of Client, as well as internal movements of cash and stock. The team Supports asset transfer activities (Cash and Security Transfers) for clients of IWM Asia in Australia, Hong Kong and Singapore

 

The team provides support for the foregoing process on: Callback and Signature Verification, Cash, Cheques and Cashier Orders Handling, Hedge and Mutual Funds Transfer, Journals, Other cash related functions, Same day FX and Securities transfer.

 

 

KEY RESPONSIBILITIES

 

The team has diverse responsibilities, including but not limited to:

  • Processing of asset transfer requests (Payments / Receipts) from the business
  • Liaise with business to clarify any discrepancies
  • Work with authorizers to ensure asset transfer requests are processed in a timely manner
  • Liaise with the various departments to resolve any issues that may affect the timely settlement of the asset transfers
  • Processing of journals
  • Escalate any risk issues to management

 

 

DESIRED QUALIFICATIONS/EXPERIENCE

 

The ideal candidate will be/have:

                                              

  • Strong investigative, analytical and problem solving skills
  • Experience of Payments and Settlements
  • Strong attention to detail and be highly deadline oriented
  • Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
  • Providing value-added client service to the business
  • A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk
  • Excellent teamwork skills, outgoing and motivated
  • Strong verbal and written English communication skills
  • Effective organizational skills
  • Self-motivated with an ability to work consistently and efficiently under pressure
  • Ability to lead by example
  • Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables is advantageous

 

REQUIRED COMPETENCIES

 

The ideal candidate will be able to demonstrate the below skills:

 

  • Strong verbal and written communication skills.
  • A proven track record of delivering exceptional internal client service.
  • An understanding of risk management and escalation.
  • High levels of accuracy and numeracy.
  • The utilization of analytical and investigative skills to a successful conclusion.
  • Proactive & flexible team player
  • The ability to establish and build effective working relationships with local and global colleagues.
  • Continually seeking opportunities for improvement and delivering innovative solutions.