About this role
Key Responsibilities *
Strategy and Planning
- Job allocation and resources planning to ensure adequate support for Wealth Management Team.
- Continuous review of existing process flow to identify process improvements that will enhance operational effectiveness.
- Coordinating all the outsourced activities to be undertaken by iCIMB.
- Participation in User Acceptance Tests for Wealth products.
- Maintenance of all Relationship Management Agreement for CIMB Bank Singapore Branch.
- Oversee the implementation of strategic projects and initiatives and provide training and briefing to staff.
- Participate in ad-hoc projects.
Business Performance and Management
- Check and authorise all transactions relating to Wealth Management Process.
- Ensuring the SLA for all the various Business Units as well as stakeholders are met.
- Attend to enquires on a timely manner.
- Perform reconciliation to ensure all transactions are processed accurately and successfully.
- Gathering feedback from various Business Units via monthly dialogues to improve on current processes without compromising the integrity of our transactions.
- Monitor staff attendance, overtime and performance on productivity & accuracy and to conduct regular review of staff performance.
People Management
- Provide supervision to team members to ensure all the allocated tasks are performed in an accurate and efficient manner in accordance to the stated SLA.
- Ensuring there are sufficient coverage for all job functions by implementing cross training for all team members across all levels and job functions.
- Provide training and guidance for team members to handle difficult tasks or situation.
- Maintain two-way communication with all team members in order to better understand their difficulties as well as to gather ideas for process improvement.
Regulatory Compliance
- Ensuring all Wealth Management related transactions are in compliance with the Bank’s Compliance Policies as well as all Regulatory Policies issues by MAS.
- Ensure that all team members are familiar with all the Compliance and Regulatory Policies relating to their area of job duties.
- Ensure that all critical banking systems used by WMO are BCM compliant and that all WMO staff are familiar with the bank’s BCM procedures.
- As Alternate Department Continuity Coordinator to participate in Business Continuity Management exercise - Business Impact Analysis, Risk Assessment and Business Continuity Plan.
*Any other responsibilities/tasks as assigned by the Management and as per Business requirement from time to time.