FX/MM Operations
• Responsible for managing Asset Transfer - FX/MM process for Asia (HK and SG)
• Assist with the development and documentation of the Asset transfer concepts and translate the same into technical requirements for technical tool development
• Liaise with technical migration team for migration tools development, testing, training and roll out
• Manage the end to end process – Ensure account readiness for migration, actual migration involving liaison with Zurich as required and post migration reconciliation
• • Liaise with the Account opening / Account migration team to ensure account readiness for migration
• Directing and Co-ordinating the day to day processing activities of the Asset Migration Team
• • Liaise with external service providers (Custodians, Nostro Agents etc) to ensure smooth transition.
• Ensure that an adequate control environment is implemented and maintained in line with agreed timeframe and settlement cycle of the various asset types.
• Reconcile, review and ensure that reconciliations are performed timely before and after migration
• Keep track of and ensure timely closure of open reconciliation items like late transferring assets, follow up for / clean up pot migration
• Provide periodic and timely status reporting on transfer status
• Provide guidance, training and assistance to team members in addition to managing the team
Must have:
1) FX/MM and Reconciliation
2) Middle office support role facing internal clients (should have extensive ops knowledge)
Professional and Technical Skills:
Minimum with 3 years of relevant experience
• Broad exposure and experience across Banking and investment products processing (FX/MM reconciliation)
• Must have Project Management as well as Operations Line / Team Management experience
Personal and Social Skills:
• Must be able to interact and work with a broad spectrum of people – from Processing staff to Management
• Good communication skills
• Strong people management
• Fast learner and able to think and adapt to situations as needed
• May need to work over weekends / late evenings over an extended period of time
Must have good knowledge and skillset for MS Access and Excel
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