We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

Job Profile:

The role exists to ensure the efficient, controlled and client-focused execution of operational activities that support Wealth Management products, services and client transactions. The role is accountable for delivering operational excellence across core processes while maintaining strong risk and control standards, service quality and regulatory compliance.

Working closely with Front Office teams, Product partners, Risk and Compliance functions, the role oversees operational processes that enable the end-to-end client lifecycle, including onboarding, transaction processing, account maintenance, investment servicing and operational issue resolution. The role ensures service commitments are met while managing operational risks and supporting business growth objectives.

Through effective governance, process optimisation and stakeholder engagement, the role contributes to client satisfaction, operational resilience, regulatory compliance and the scalability of Wealth Management operations.

Job Details:

Responsibilities:

Client & Transaction Operations

Manage Wealth Management operational processes to ensure accurate, timely and controlled execution of client transactions and servicing activities.
Oversee transaction processing, account maintenance and operational support activities to meet agreed service levels and client expectations.
Resolve operational exceptions, enquiries and escalations to minimise client impact and maintain service quality.
Monitor operational performance and capacity to ensure sustainable support for business growth and changing client needs.

Client Lifecycle & Service Delivery

Lead operational activities across client onboarding, account opening, maintenance and closure processes to support a seamless client experience.
Ensure client records, documentation and account information remain accurate, complete and compliant with regulatory requirements.
Coordinate with Front Office, Compliance and Risk teams to facilitate timely completion of client lifecycle activities.
Identify and address service gaps to improve operational efficiency and client outcomes.

Risk, Control & Regulatory Compliance

Maintain effective controls across Wealth Management operations to mitigate operational, regulatory and conduct risks.
Ensure operational activities comply with internal policies, regulatory requirements and established control standards.
Investigate operational incidents, root causes and control weaknesses, implementing corrective actions where required.
Support audits, reviews and regulatory examinations through accurate documentation, reporting and remediation tracking.

Operational Excellence & Process Improvement

Analyse operational performance data to identify opportunities for process simplification, automation and efficiency improvements.
Lead continuous improvement initiatives that enhance productivity, reduce risk and improve service delivery outcomes.
Establish and monitor key operational metrics, service indicators and management information to support decision-making.
Drive adoption of standardised processes and best practices across Wealth Management Operations.

Stakeholder Management & Business Partnership

Partner with Wealth Management, Product, Technology, Risk and Compliance teams to support effective operational delivery.
Provide operational insights and recommendations that inform service improvements, risk mitigation and business decisions.
Facilitate governance forums, operational reviews and stakeholder discussions to drive accountability and action.
Manage stakeholder expectations through clear communication, issue resolution and proactive engagement.

Change Delivery & Operational Readiness

Support implementation of new products, regulatory changes and strategic initiatives by assessing operational impacts and readiness requirements.
Coordinate testing, process updates and operational transition activities to ensure successful implementation.
Embed new controls, procedures and operating models to maintain operational effectiveness.
Monitor post-implementation outcomes and address operational issues arising from change initiatives.

Motivations

Driving operational excellence through process improvement, data-driven insights and scalable solutions that enhance client experience, service quality and risk management.
Solving complex operational challenges by balancing client needs, regulatory requirements and stakeholder expectations while maintaining strong controls and service standards.
Leading high-performing teams and change initiatives that build capability, strengthen operational resilience and support sustainable business growth.

Qualifications:

Skills and Experience

Must-have Skills

Investment Management
Account Reconciliation
Custodial Services
Governance, Risk, and Compliance (GRC)
Mutual Funds
Product Management
Settlement Management
Tax Management
Financial Services
Stakeholder Engagement
Continuous Improvement
Talent Development

QualificationsKey Experiences

Experience managing Wealth Management, Private Banking, Investment Operations or related financial services operations.
Experience overseeing client lifecycle, transaction processing, account servicing or investment operations activities.
Demonstrated success implementing operational improvements, productivity enhancements or control strengthening initiatives.
Experience managing operational risk, audit findings, regulatory requirements and remediation activities.
Experience working with Front Office, Product, Technology, Risk and Compliance stakeholders in a matrixed environment.
Proven ability to manage operational performance, service levels, governance forums and stakeholder expectations.
Experience leading teams, developing talent and driving a culture of accountability and continuous improvement

Languages

Business English

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