Senior Officer - Wealth and Investment Specialist

Job Description

As a Senior Officer – Wealth & Investment Specialist (Customer Fulfilment), you will play a key role in supporting the Bank’s Wealth and Investment business by ensuring efficient and well‑controlled operations across the full transaction lifecycle. This includes equities, mutual funds, structured products, fixed income, bonds, and bancassurance, with a focus on seamless execution, reconciliations, exception handling, and accurate reporting.

Working closely with brokers, asset managers, and insurance partners, you will ensure regulatory compliance and maintain a strong control environment aligned with internal policies. Reporting to the Vice President – Customer Fulfilment Treasury, you will be part of a dynamic team of 7 professionals, contributing to operational excellence, risk management, and continuous improvement.

What You’ll Be Doing

• Own the end-to-end operational governance of Wealth & Investment products including ...