Responsibilities:
· Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.
· Manage client interactions across various market segments, including retail and corporate.
· Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.
· Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.
· Apply knowledge of client onboarding requirements and regulations.
· Assist with account onboarding and trade submissions within set timeframes.
· Maintain familiarity with equities and wealth management products.
· Generate standard and customised analytical reports for channels and B2B partners to inform decision-making.
· Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes.
· Develop skills in RPA and related technologies to improve process efficiency.
Requirements:
· Ability to work independently and complete tasks with minimal supervision.
· Organised, attentive to detail, and demonstrates strong follow-up abilities.
· Willingness to acquire new technological competencies and knowledge.
· Possession of a recognised diploma or degree in any discipline; finance qualifications from English-based universities are preferred.
· At least 1-3 years of relevant work experience is preferred.
· Effective communication and interpersonal skills in Mandarin and English are core requirements. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.
· Working hours align with Singapore’s standard business hours (9a.m.-6p.m.) and public holidays.
Unison Consulting was launched in Singapore on September 2012, the hub of the financial industry, with innovative visions in the technocratic arena. We are a boutique next-generation Technology Company with strong business-interests in Liquidity risk, Market Risk, Credit Risk and Regulatory Compliance. Unison provides technology consulting and services to implement Risk Management and Risk Analytics System for Financial Institutions. Our services suite comprises of Techno-Functional consulting, systems integration, Business Intelligence, information management, and custom development of IT solutions, plus project management expertise for financial institutions. We have expertise in latest cutting edge technology to achieve better total cost of ownership. Through our qualified professionals, we assist you drive your unique risk management strategies, whether that means efficient monitoring, improving risk appetite of the financial institutions, complying with regulations, or capturing growth opportunities through innovation, this is what maximizes your decision taking potential. At Unison Consulting, we view clients as partners, and our success is only measured by the success of our partners. So we put it all on the table in order to exceed expectations. Our staff consists of young, energetic and innovative consultants who are never afraid to challenge the conventions and push the boundaries in an effort to help our clients. For every project, no matter how large or how small, we strive to not only meet your needs, but deliver a showcase in your field.
Please mention you found this job on AI Jobs. It helps us get more startups to hire on our site. Thanks and good luck!
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Customer Experience Specialist Q&A's