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About the Role
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 eff...
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