If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team.

Job Summary

As the team leader in the account opening/maintenance team, you will be responsible for processing opening and maintenance requests across various applications that support Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests, enabling them to conduct business daily. You are expected to work collaboratively within a team environment, supporting various areas within the firm, including Front Office, Finance, Tax, Legal, and other operations teams.

Job Responsibilities

• Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
• Ensure that all requests are completed before cutoff and there is no SLA miss.
• Create subject matter experts in the team.
• Drive projects & initiatives for the team.
• Liaise with onshore partners and investor groups for timely resolution of exceptions/queries.
• Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
• Contribute towards other processes during the cyclical phase of low volumes.

Required qualifications, capabilities and skills

• Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 5 years
• Ability to prioritize effectively and multi-task in a fast paced, team-based environment
• Possess strong analytical & problem solving skills
• Have a detail & control oriented mindset
• Excellent time management and organizational skills
• Ability to build strong partnerships with key stakeholders, management and colleagues
• Ability to articulate procedural concepts clearly to varied audiences