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Business Manager Support

E.sun Commercial Bank, Ltd.

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10-15 Years
10,000 - 20,000 monthly SGD
10 days ago
37 Viewed
0 Applied

Job Description

Job Description

Client Management

  • Ensure readiness of both existing and new front office staff, including licensing, registration, and orientation
  • Prepare for account openings by ensuring due diligence, compliance with AML regulations, call reporting, and obtaining necessary approvals
  • Prepare front office transaction workflows, covering account funding, pre-trade suitability assessments, voice recording, and trade execution
  • Establish workflows for handling front office exceptions, including approval processes, review procedures, documentation requirements for exceptions, and escalation protocols
  • Manage front office reporting obligations, including suspicious transaction reporting, compliance handling, and adherence to fair trading practices
  • Review existing account documents and integrate additional documents such as EAM materials and sales suitability documentation as needed.
  • Ensure readiness for client communications before trades, including preparing marketing materials, term sheets, disclosures, product lists, and pricing details.
  • Prepare for client communications after trades, including providing transaction advice, notifications, and issuing client statements as required.

Performance and Productivity Management

  • Assessing front office performance using metrics such as balance scorecards, product usage statistics, and management information systems (MIS).
  • Ensuring the preparedness of front office systems, including Avaloq, e-banking platforms, and voice recording systems
  • Improving existing processes and implementing new ones, which may involve reviewing account opening backlogs, exploring booking centers, and refining referral processes

Risk Management

  • Establishing and overseeing the governance structure, ensuring compliance with fit and proper criteria, banking secrecy regulations, and policies related to gifts and entertainment
  • Ensuring compliance with regulated activities, including registering representatives, meeting training requirements, and promptly updating representative details with regulators as necessary
  • Front office training on orientation, compliance practices, Anti-Money Laundering (AML) regulations, data protection, and relevant trainings for headquarters and branch operations

Job Requirement

  • Master's Degree in Business Administration, Banking and Finance, Accounting, economics or equivalent
  • At least 10 years of relevant experience in Banking industry with a minimum of 5 years focused on high-net worth wealth management, preferably in Taiwan.
  • Broad knowledge of rules and regulations across various Asia jurisdictions, particularly in Taiwan and Singapore
  • Ability to identify and address issues at a holistic level while maintaining a detailed-oriented and independent approach to analysis.
  • Excellent communication and interpersonal skills are essential. Proficiency in both English and Chinese is required for preparing email correspondence and reports for overseas branches and HQ in Taiwan.
  • Capable of thriving in a fast-paced environment where multitasking is the norm and ability to handle escalations and drive to resolutions effectively.
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