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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 trade details are accurately captured in product-specific templates.
Identify and escalate incomplete or unclear trade information within agreed timelines while adhering to quality standards and SLAs.
Support team by performing quality checks, preparing control reports, handling escalations, and acting as peer backup to ensure consistent control effectiveness.
Minimum Requirements
Bachelor’s Degree (University graduate).
Proficient in business English with strong documentation and communication skills.
Experience Required: Not explicitly mentioned in the JD.
Proficiency in Microsoft Office (Excel, Word, PowerPoint) and demonstrated ability to use AI tools responsibly to enhance productivity.
Ideal Candidate Profile
Detail-oriented with strong listening, analytical, and documentation skills tuned to financial trade and control processes.
Ability to manage multiple priorities and meet production deadlines in a regulated banking or wealth management environment.
Operationally focused on ensuring control quality, audit readiness, and consistent exception handling in client-trade communications.