Client Performance Reporting, Private Bank

about the company
You will be joining a leading global financial institution that is a key player in the private banking sector. The organization is recognized for its commitment to excellence and its stable, growth-oriented operations within the APAC region.

about the job

• Oversee the daily processing and reconciliation of client performance data between core banking and portfolio management systems.

• Act as a key point of contact for internal stakeholders to resolve complex inquiries regarding customized financial statements and reporting controls.

• Drive operational excellence by identifying and implementing process improvements to enhance reporting scalability and cost efficiency.

• Support strategic business initiatives and new projects related to data quality management and performance reporting frameworks.

• Ensure all activities align with strict regulatory standards and risk management protocols to maintain the highest level of integrity.

skills and experience required

• Degree in a relevant field with at least 2 years of professional experience specifically within a private banking environment.

• Solid technical understanding of portfolio valuation and performance calculation methodologies, including attribution and contribution analysis.

• Proficiency in using established core banking platforms and specialized performance reporting software.

• Strong analytical mindset with the ability to interpret the impact of diverse asset classes and lifecycle events on portfolio performance.

• Excellent communication skills and the ability to thrive in a high-pressure environment with strict operational deadlines.

To apply online please use the apply function.

Charlene Lin (EA: 94C3609/R21100955)