Senior Officer, Wealth Management Operations

About the role

dbs is hiring a Senior Officer for its Wealth Management Operations team in Taipei. The role covers the end-to-end order placement, settlement and reconciliation process, regulatory reporting and corporate actions for equity products, and works closely with the Product team, IT and branches.

Key responsibilities

• Support the order placement, settlement and reconciliation process and regulatory reporting, including WM2.0 and SEZ new business.
• Distribute equity transactions, including subscriptions, redemptions and switches.
• Handle equity dividend and coupon payments.
• Settle trades with brokers.
• Prepare regulatory reporting data.
• Handle corporate actions such as mergers, splits and coupon payments.
• Book accounting entries for investment products.
• Work with stakeholders on projects with the Product team, IT and branches.
• Support UAT for system upgrades, data verification and result validation.
• Cross-product support.

Required profile

• Bachelor's degree.
• Basic knowledge of banking and investment products such as equity and bonds is an advantage.
• Patience and ability to work under pressure and overtime.
• Working experience in corporate action handling is a plus.

Required skills

• Familiarity with Microsoft Word and Microsoft Excel.
• Basic English reading and writing.
• Passport and work permit are mandatory.