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Overview
The role is to assist to process/oversee the end-to-end 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
Functional
- 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, and funds movement within HLB Nominee current accounts.
- Digital Leadership & Automation: Proactively identify manual bottlenecks and implement Macro/RPA/AI solutions to automate repetitive tasks.
- Stakeholder Coordination: Independently lead meetings with branches, fund houses, and Global Markets to resolve discrepancies or drive initiatives.
- Compliance & Audit: Act as the central BUCR ensure strict adherence to SOPs, regulatory guidelines, and maintain audit-compliant data management.
- System Enhancement: Evaluate functional specifications, vet change requests, and lead User Acceptance Testing (UAT) for new system enhancements.
- Development: Counsel and advise team members to foster a proactive, independent, and tech-forward working culture.
- Adherence: Ensure 100% adherence to organizational compliance procedures and timely reporting.
Education/Qualification
- Degree from a recognized institution with strong mathematical and analytical skills.
- Professional certification in Programming, Macro (VBA), RPA, or AI will be added advantage.
- Good command of both verbal and written English
Experience
- At least 3 years in Operations.
- High level of proactivity and independence good organizational skills and interpersonal skills for stakeholder management.
