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Job Description
Structured overview of role & requirementsAbout This Role
Review and validate trade details discussed between Client Relationship Managers and clients by analyzing voice logs.
Document agreed trade details accurately in product-specific templates and escalate exceptions or missing information timely.
Support quality control through review checks, preparation of reports, and act as backup for peers to maintain consistent delivery.
Minimum Requirements
Bachelor’s Degree from a university.
Proficiency in business English for documentation and communication.
Strong listening, analytical, and documentation skills with high attention to detail.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in financial services with understanding of trade lifecycle or banking/wealth management products preferred.
Detail-oriented individual able to identify inconsistencies and control issues from recorded conversations.
Capable of managing production timelines independently while coordinating with stakeholders and supporting team knowledge sharing.