Assistant Manager, Wealth Management Operations

Lead and oversee the end-to-end Operations function to ensure efficient client onboarding, trade execution support, settlement processes, operational controls, and continuous process improvement. The role is responsible for delivering operational excellence, mitigating risks, ensuring regulatory compliance, and supporting business growth through scalable and technology-enabled operational processes.

Key Responsibilities

• Lead and develop the Operations team to deliver efficient, accurate, and client-focused operational services.
• Oversee end-to-end operations, including client onboarding, trade lifecycle management, settlements, reconciliations, and exception resolution.
• Ensure operational excellence by maintaining strong controls, managing operational risks, and ensuring compliance with regulatory and internal requirements.
• Build and maintain relationships with internal stakeholders, clients, custodians, and external service providers to ensure seamless service delivery.
• Drive process improvement and digital transformation by leveraging AI and automation to streamline workflows, improve efficiency, enhance decision-making, and support business growth.
• Monitor operational performance through KPIs, reporting, and governance while leading strategic initiatives and fostering a culture of continuous improvement.

Skills & Knowledge

• Strong leadership and people management skills.
• Knowledge of client onboarding, KYC/AML, trade lifecycle, settlements, and operational controls.
• Understanding of private banking, wealth management, or investment operations.
• Strong analytical, problem-solving, and decision-making abilities.
• Excellent stakeholder management and communication skills.
• Experience in process improvement, automation, and digital transformation.
• High attention to detail with a strong risk and control mindset.
• Ability to manage multiple priorities in a fast-paced environment.

Requirements

• Bachelor's Degree in Business, Finance, Economics, or a related discipline.
• 7-10 years of experience in banking operations and client servicing.
• Minimum 3-5 years of people management experience.
• Demonstrated success in leading operational improvement or digital transformation initiatives.