SVP, Wealth Management Operations Team Head, CBWMO, Group COO

• Strategic Communication & Influential Engagement: Beyond exceptional verbal and written communication, candidate will possess the finesse to articulate complex strategies for operational transformation to diverse audiences, from technical teams to high-net-worth clients and senior leadership. The ability to adapt communication styles will be critical in driving consensus, inspiring adoption of new technologies, and shaping the narrative of a modern wealth operations future.
• Client-Centric Innovation with Personalization: Genuine commitment to exceeding client expectations will be amplified by foresight in leveraging Agentic AI to anticipate needs, personalize service delivery, and proactively identify opportunities to enhance the client experience. Transform traditional client focus into a strategic advantage through intelligent automation and bespoke solutions.
• Proactive & Predictive Problem-Solving: Proven ability to analyze complex situations will extend to identifying potential operational bottlenecks and inefficiencies. Apply a predictive approach to problem-solving, leveraging data insights and AI capabilities to implement proactive, scalable solutions that enhance operational resilience and client satisfaction.
• Collaborative Relationship: Excel at building and cultivating robust relationships not only with front office and other internal partners but also with technology vendors Skills in fostering trust and collaboration will be essential in navigating cross-functional teams to integrate new technologies, driving successful partnerships that push the boundaries of wealth operations.
• Agile Organization & Future-Proofing Management: Beyond managing multiple stakeholders and prioritizing tasks, need to demonstrate the ability to orchestrate complex projects, manage change effectively, and optimize workflows in a rapidly evolving technological landscape. Your organizational prowess will be key to ensuring operational agility and preparing the team for future demands.
• Advanced Analytical & Strategic Foresight: Strong analytical skills will be employed to interpret vast datasets generated by new systems, identify trends, and derive actionable insights for strategic decision-making. Possess critical thinking to evaluate the impact of solutions, optimize their performance, and contribute to long-term strategic planning for wealth management operations.

• Visionary Leadership and Talent Nurturing: Lead, mentor, and inspire a high-performing team of operational specialists across Corporate Actions, Client Solutions Desk, Reconciliation, and Fees and Billing. Beyond traditional development, cultivate an environment where team members are empowered to embrace and leverage cutting-edge tools. This includes fostering a culture of continuous learning, digital upskilling, and innovative problem-solving, ensuring your team is at the forefront of AI integration in wealth operations. You will actively identify opportunities to augment human capabilities, automate repetitive tasks, and elevate team members into more strategic, analytical, and client-centric roles, preparing them for the future of wealth management.
• Cognitive Corporate Actions Management: Drive the accurate and timely processing of corporate action events by implementing advanced solutions. This includes leveraging Agentic AI for sophisticated anomaly detection, predictive analysis of evolving market regulations, and automated compliance checks. Managers oversight to ensure proactive adherence to policies, significantly enhancing efficiency and minimizing risks.
• Enhanced Client Solutions & Hyper-Personalization: Deploying solutions to anticipate client inquiries, personalize interactions at scale, and rapidly resolve complex issues to deliver efficient and effective client operational support. Orchestrate the integration of chatbots and virtual assistants to streamline routine requests, thereby freeing human specialists to focus on high-value, nuanced client engagements.
• Automated Reconciliation & Predictive Anomaly Detection: Ensure daily, weekly, and monthly reconciliations are executed with unparalleled accuracy and timeliness through the strategic implementation of reconciliation tools. Leverage predictive analytics and machine learning algorithms to proactively identify and resolve discrepancies, minimizing operational risks and maximizing data integrity.
• Smart Fees and Billing Management: Supervise the intelligent calculation, generation, and distribution of fees and billing statements, optimize billing processes, detect potential errors, and ensure transparent adherence to service level agreements.
• Process Optimization & Continuous Innovation: Champion the continuous review and strategic optimization of operational workflows and procedures across all teams. Focus on identifying, evaluating, and implementing high-impact solutions to automate processes, enhance data quality, significantly reduce operational risk through intelligent monitoring, and elevate service quality through predictive insights and streamlined execution.
• Proactive Risk Management & Compliance: Ensure all team activities rigorously comply with internal policies, evolving regulatory requirements, and industry best practices. Continuous monitoring of regulatory changes and the proactive identification of potential compliance breaches.

• Strong understanding of financial products, investment vehicles, and regulatory frameworks, particularly wealth management products and services.
• Strong communication and facilitation skills; able to work with and influence stakeholders at all levels.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.
• Exceptional analytical and problem-solving skills, with the ability to navigate complex, ambiguous environments.
• Ability to thrive in a fast-paced, innovative setting while maintaining rigorous risk discipline.
• Experience in a leadership or managerial role, with a track record of successfully managing and developing teams.
• Strong analytical and problem-solving skills, with an ability to identify and address operational inefficiencies.
• Experience in driving change. Experience in implementing GenAI/Agentic solutions is a bonus.

• Work Closely with Wealth BU in SG and in HK
• Group Tax / Finance
• Legal and Compliance
• PB COO Office
• Regional CBWMO

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