Wealth Management-CLM
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Enable client activities through timely action on client requests with high precision
Leverage leading technology tools to automate and improve efficiency
Collaborate well with partners from various functions and come up with innovative solutions for our clients
Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.
The CLM function supports both Singapore and Hong Kong business in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management
Role Purpose
Enable client activities through timely action on client requests with high precision
Leverage leading technology tools to automate and improve efficiency
Collaborate well with partners from various functions and come up with innovative solutions for our clients
Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.
The CLM function supports both Singapore and Hong Kong business in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management
University degree, preferably in banking or finance related discipline
Several years of experience in bank operational roles, preferably wealth management related
Keen understanding of client lifecycle processes which includes documentation, screening and static change
Good client service mindset with excellent communication and problem solving skills
Strong risk and control mindset with a structured and logical approach to analysis and problem-solving
University degree, preferably in banking or finance related discipline
Several years of experience in bank operational roles, preferably wealth management related
Keen understanding of client lifecycle processes which includes documentation, screening and static change
Good client service mindset with excellent communication and problem solving skills
Strong risk and control mindset with a structured and logical approach to analysis and problem-solving
Role Purpose
Enable client activities through timely action on client requests with high precision
Leverage leading technology tools to automate and improve efficiency
Collaborate well with partners from various functions and come up with innovative solutions for our clients
Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.
The CLM function supports both Singapore and Hong Kong business in Client Lifecycle & Transactions operations including Onboarding, Offboarding, Names Screening, Periodic KYC Preparation, Payments, Asset Transfers & Discounts management
Wipro Limited is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses.
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