Private Banking - Client Operations Analyst

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.

As a Private Banking - Client Operations Analyst in our dynamic team, you will have the opportunity to process and validate account opening and maintenance requests for private banking clients. You will work in a fast-paced, team-based environment, ensuring all requests are completed before cutoff and there are no SLA misses. This role will allow you to build strong partnerships with key stakeholders, management, and colleagues, while challenging the status quo and bringing about changes.

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.
• Collaborate 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.
• Ensure adherence to all service level commitments, process controls, and escalation policies
• Question the status quo and suggest/bring changes.

Required qualifications, capabilities and skills

• Bachelor's Degree in Business Administration or Finance or equivalent work experienceof min 2 years
• Ability to prioritize effectively and multi-task in a fast paced, team-based environment
• Possess strong analytical and problem solving skills
• Have a detail and control orientedmindset
• Excellent time management and organizational skills
• Ability to build strong partnerships with key stakeholders, management and colleagues
• Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills