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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate voice logs between Relationship Managers and clients to ensure accurate capture of key trade details in product-specific templates.
Identify and escalate missing or inconsistent trade information within agreed timelines, ensuring adherence to SLAs and quality standards.
Support quality checks, reporting, and knowledge sharing within the team, acting as backup for peers when required.
Minimum Requirements
Bachelor’s Degree from a recognized university.
Strong command of business English for precise documentation and communication.
Proficiency in Microsoft Office applications, especially Excel, Word, and PowerPoint.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Detail-oriented individual skilled in listening, comprehension, and analytical documentation of complex trade discussions.
Experience or understanding of trade lifecycle, banking/wealth management products or control review processes is a plus.
Ability to work independently under pressure to meet timelines while collaborating effectively within a team setting.