AVP/VP, Asset Transfer Specialist (Wealth Management Ops), CBWMO, Group COO

Job Purpose:
Primarily responsible in managing the end-to-end execution of asset transfers for wealth clients. Supports initiatives and projects of the unit. The role combines operational oversight, client-centric service delivery and risk management
Key Accountabilities/ Responsibilities:
-
End to End Asset Transfer Management in ensuring customer transfer request are processed accurately and timely within agreed SLA
-
Provide seamless support to internal and external stakeholders on transfer feasibility, timelines, documentation requirements and timely support to meet the project deliverables
-
Risk, Compliance and controls in ensuring strict adherence to the Bank’s operating guidelines and regulatory/market requirements. Maintain robust controls to mitigate operational and reputational risks
-
Investigate and resolve exceptions, failed trades and reconciliation breaks promptly
-
Process Improvement and Change Management – drive continuous improvement in turnaround times and error reduction
-
Process different types of transfer covering equities, fixed income, funds and digital assets
-
Liaise with different parties such as CDP, front office and external third parties for security transfer
-
Liaise with front office and custodian to ensure smooth settlement transfer
-
Ensure all cash and securities breaks are promptly investigated and follow up
-
Ensure all transfers instructions are processed in accordance the Bank’s operating guidelines and compliance to market requirements
-
Handle security transfers queries from FO and other stakeholders
-
Monitor daily workflows to ensure adherence to service level and turnaround times
-
Assist in and lead ad-hoc projects on behalf of team. Work with project stakeholders in ensuring timely implementation
-
Identify process improvement opportunities and support transformation initiatives
-
Support team manager in resource planning and workload management

Requirements:

-
Diploma/Degree holder with minimum 5 years’ relevant working experience in Asset transfer , preferably in a private banking setup
-
Excellent stakeholder management and communication skills
-
Strong client-centric mindset with attention to details and with a strong control mindset
-
Strong communicator and collaborate effectively with stakeholders
-
Strong analytical and problem-solving skill
-
Manage multiple priorities and work under pressure to meet tight deadlines and managing volume surge
Location:
DBS Asia Hub
Job:
Operations
Schedule:
Regular
Employee Status:
Full time