Officer, Ops - PB & WMO (WM Operations - Settlement) MY

Reposted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Financial Services
The Role
Manage daily settlement operations for private banking and wealth management, ensure compliance with bank policies and regulators, meet SLAs, prevent operational/ regulatory lapses, support system implementations, maintain records per archival policy, improve internal client satisfaction, and complete mandatory training while developing product knowledge.
Summary Generated by Built In

This role is responsible for ensuring effective operations related to private banking or wealth management products while maintaining compliance with regulatory requirements, internal policies. 

Operational Excellence & Improvements 

  • No operational lapses / errors resulting in monetary & reputable loss.
  • No nearly missed incidents during the year.
  • Provide support during implementation of project, system enhancement, and re-engineering initiatives to improve efficiencies.
  • Adhere to the Bank’s Policies & Procedures, and regulators’ guidelines when conducting operations process.
  • Achieve zero regulatory breaches/ non-compliance.
  • Adhere to bank’s archival policy with proper safekeeping and record of documents.

Improve Internal Client Satisfaction

  • Achieve improvement in department rating at Internal Customer Satisfaction Survey Result and stakeholder’s feedback.
  • Able to meet all of the agreed SLAs throughout the year by delivering quality services.
  • Achieve zero incident of complaints.
  • Able to provide excellent services by demonstrating high standard of job professionally.

People Development

  • Identify and learn new areas/ products and to take on the new roles and responsible.
  • Attend and complete all mandatory training.

Skills Required

  • Ensure no operational lapses or errors resulting in monetary or reputational loss
  • Maintain zero regulatory breaches and adhere to regulatory guidelines
  • Adhere to bank policies, procedures, and archival/record-keeping requirements
  • Meet agreed SLAs and achieve zero complaints while delivering high-quality service
  • Support implementation of projects, system enhancements, and process re-engineering initiatives
  • Attend and complete all mandatory training
  • Identify and learn new products/areas and assume new roles/responsibilities as required
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The Company
HQ: Kuala Lumpur, Kuala Lumpur
13,216 Employees

What We Do

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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