Middle Office Executive

Responsibilities:

• Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
• Attend to services enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
• Support Account onboarding and Trade Submissions in a timely manner.
• Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
• Discover, Create and Implement RPA processes to automate the team’s routine processes.
• Actively support Team and relevant stakeholders in the RPA learning journey.

Requirements:

• A recognized diploma/degree in any discipline, preferably in Finance
• Certifications in CFMAS modules 1A, 5, 6, and 8 will be an added advantage
• Intermediate or strong knowledge in UiPath, strong in MS office especially Excel, Power Query and other prevalent technologies for process automation.
• Applicants with at least 1 year of relevant work experience preferred
• Good communication and interpersonal skills
• Independent and able to accomplish tasks with little guidance
• Well-organised and meticulous