AVP, Specialist, Wealth Management Operations, Consumer Banking Ops, Technology & Operations (BL0224)
- Taiwan
- Permanent
- Full-time
- Perform the order placement verification for daily transaction include Subscription / Redemption / Switch
- Perform reconciliation and distribution processes for Trust product corporate actions such as dividends, mergers, and liquidations
- Perform settlement processes verification with the upstream, including onshore and offshore settlements
- Perform Corporation event handling including merge/split/liquidation etc.
- Prepare regulatory reporting data of FSC/TA/CBC reporting.
- Verify daily accounting entries
- Collaborate with stakeholders for assigned projects, including the Product team, IT, and Branch..
- Support to communicate with Test Leads and scrum master to run the project in an agile way
- Support end to end UAT testing, data verification and result validation before project sign-off
- Conduct the relevant training with staff for project delivery
- Assist in UAT issue log, tracking, testing, re-testing and consolidation report.
- Trouble shooting for customer complaints, resolving production incidents
- Communicate with the Fund house/broker to handle exceptional cases in the trade settlement process.
- Perform GLAO reconciliation & complete RSA, RCSA, CSSA, PDPA on time
- Support Team lead for team management
- Bachelor's degree / University degree.
- Familiar with Microsoft word and Microsoft excel.
- Moderate knowledge of banking and investment products
- 信託證照 跟 內稽內控證照 are must
- 結構型商品證照 或 初級或高級證券商營業員證照 is a plus
- Patience and able to work under pressure and overtime