67 Wealth Management jobs in Kuala Lumpur
Manager, Private Wealth Management
Posted 4 days ago
Job Viewed
Job Description
Join or sign in to find your next job Join to apply for the
Manager, Private Wealth Management
role at
AFFIN Group
Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.
Responsibilities
Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
Foster relationships within a client portfolio continually.
Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
Optimize client assets and revenue from Asset Under Management (AUM).
Perform other duties as assigned by management.
Job Requirements
Degree in any discipline or equivalent.
Minimum of 2 years’ experience in a related field.
Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
Strong written and verbal communication skills in Bahasa Malaysia and English.
Multilingual abilities are an advantage.
Good marketing and sales management skills.
Self-motivated, team player, assertive, and effective communicator across all levels.
Good problem-solving skills with a customer-focused approach.
Reliable, trustworthy, and committed with good interpersonal skills.
Additional Information
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industry: Banking
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Manager, Private Wealth Management
Posted 4 days ago
Job Viewed
Job Description
Join or sign in to find your next job Join to apply for the
Manager, Private Wealth Management
role at
AFFIN Group
Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.
Responsibilities
Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
Foster relationships within a client portfolio continually.
Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
Optimize client assets and revenue from Asset Under Management (AUM).
Perform other duties as assigned by management.
Job Requirements
Degree in any discipline or equivalent.
Minimum of 2 years’ experience in a related field.
Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
Strong written and verbal communication skills in Bahasa Malaysia and English.
Multilingual abilities are an advantage.
Good marketing and sales management skills.
Self-motivated, team player, assertive, and effective communicator across all levels.
Good problem-solving skills with a customer-focused approach.
Reliable, trustworthy, and committed with good interpersonal skills.
Additional Information
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industry: Banking
#J-18808-Ljbffr
Application Support Analyst - Wealth Management Platform
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Application Support Analyst - Wealth Management Platform role at FNZ
Application Support Analyst - Wealth Management Platform2 days ago Be among the first 25 applicants
Join to apply for the Application Support Analyst - Wealth Management Platform role at FNZ
Get AI-powered advice on this job and more exclusive features.
TA partner | Tech | Early career | Overseas recruitmentAs a Production Support Analyst, you’ll provide application support for our business. We are looking for a self-starter, an expert in issue management, addressing concerns from both external and internal clients to meet key performance indicators (KPIs) and service level agreements (SLAs).
A core aspect of your role involves ensuring the seamless functioning of the application as deployed, emphasizing proactive and reactive measures to champion continuous service improvement.
You will be a member of a critical team who -
- Provide Application Support - ensuring that the application is working correctly as deployed.
- Supporting Incident & Problem Management – analysis, investigation, diagnosis and problem solving to identify, troubleshoot and resolve production issues.
- Release & Change Management – support testing and release process for production fixes.
- Service Transition – facilitate the transition between project support and production support for all changes.
- Service Level Management – support the Service Managers in delivering FNZ services within KPIs, SLAs and contractual obligations.
The responsibilities will include:
- Identifies and resolves issues with applications, following agreed procedures.
- Carries out agreed application maintenance tasks.
- Prioritizes and diagnoses incidents according to agreed procedures. Investigates causes of incidents and seeks resolution, escalating as appropriate. Documents and closes resolved incidents according to agreed procedures. Analyses causes of incidents and provides recommendations to minimize probability of recurrence and contribute to service improvement. Initiates and monitors actions to anticipate, investigate and resolve problems in systems, processes, and services.
- Determines problem fixes and assists with the implementation of agreed remedies and preventative measures.
- Ensures that such problems are fully documented within the relevant reporting systems.
- Collaborates with colleagues, operational/client-servicing staff and other users to produce long term scalable solutions that adhere to procedural and regulatory compliance requirements.
- Works with developers, other analysts and testers to ensure that production fixes and business process changes are fit for purpose.
- Drafts and maintains procedures and documentation for application support. Other tasks: To undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the production environment.
What are we ideally looking for in a successful candidate?
- Relevant production support experience and/or qualification within a relevant field.
- Passionate about providing an excellent service experience for our clients.
- Strong analytical thinking and keen attention to detail.
- Highly logical with proven problem-solving abilities.
- Independent, self-directing and delivery focused working style.
- Good communication skills, confident in dealing with internal and external clients.
- Able to take initiative learn quickly in a dynamic fast-paced industry; Ability to effectively prioritize and execute tasks in a high-pressure environment.
- Excellent organizational, administration and time management skills.
These are also an advantage (but not a must):
- Interest / familiarity with financial markets and products.
- Some experience with Microsoft .NET development products, including C#, VB.NET and SQL Server, beneficial but not essential.
- Open to the variance of work hours, including the flexibility to start earlier or later than standard work hours.
Why should you join us?
- Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
- Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.
- Convenient office location in the city for commuters.
- A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, volunteer leave, sick days, referral bonuses, and more.
- A hybrid 3+2 model combining working from the office and from home.
- We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
For more information, please reach out to us!
*Please note that we will begin shortlisting as we receive applications. We encourage early applications as we may withdraw the advertising at any time.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Analyst and Engineering
- Industries Financial Services and Information Services
Referrals increase your chances of interviewing at FNZ by 2x
Sign in to set job alerts for “Application Support Analyst” roles.Kota Damansara, Selangor, Malaysia 3 days ago
Kota Damansara, Selangor, Malaysia 1 day ago
Ara Damansara, Selangor, Malaysia 1 month ago
Taman Wilayah, Federal Territory of Kuala Lumpur, Malaysia 1 month ago
L2 Application Support (Unix Shell, Sql) - Rotational shiftsKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 hours ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 22 hours ago
People Care Application Support SpecialistKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
Senior Business Application Support SpecialistKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago
Application Support Shift Agent (6pm - 6am)Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago
Executive, Application Support (Group IT)Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 9 months ago
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago
Federal Territory of Kuala Lumpur, Malaysia 1 week ago
Associate Consultant - Infrastructure EngineerFederal Territory of Kuala Lumpur, Malaysia 1 day ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 days ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago
Software Application Support Specialist (US Time Zone)Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrOperational Risk Analyst - Wealth Management Platform
Posted 4 days ago
Job Viewed
Job Description
This role is based in our Kuala Lumpur office and supports
1st line risk management activities
for the Asian wealth management platforms
. The analyst will assist in identifying, monitoring, and reporting operational risks, ensuring alignment with FNZ's Risk Management Framework.
We are looking for a self-starter, an expert in developing risk capabilities and someone who is confident to carry out interactions with a wide range of employees at all levels of the organisation, along with regular communication with both clients and third parties.
Specific Role Responsibilities
Process Ensuring delivery of quality, accurate Risk Events to clients in a timely manner, with appropriate assessment of regulatory impact Partnering with our client base to ensure Risk Events and causal themes are challenged to reduce the likelihood of reoccurrence. Responding to client enquiries in a prompt and professional manner • Production of Risk Event Management Information monthly. Identifying efficiencies and improvements in the process related to quality and timeliness. Partnering with the business to improve the control environment Assisting in driving quality action plans (events and audits), with appropriate ownership and oversight to ensure completion on schedule. Supporting first line of defence with any Risk related enquiries Delivering Risk focussed training to the business.
People Ensuring all mandatory training is completed in a timely fashion
Governance Attending client meetings and discussing Risk Event themes and trends. Supporting management of audits (internal & external) Attending regular client meetings (e.g. Risk Event Meetings) and resolve all actions within agreed timescales Using, and becoming a subject matter expert in the use of, the Firm's designated risk system as the sole repository for Risk Event Information.
Functional Area Responsibilities Continue to support the Team purpose and ensure the Operational Risk & Control function delivers value and assurance to FNZ and our client base. Promote and actively develop a risk aware culture within FNZ 1st line. Be proactive, organised and actively provide ideas of innovation and process improvement. Build and maintain excellent relationships with key internal stakeholders and clients to ensure engagement with our strategy. Be informed of sector-wide developments and those beyond the business sector. Undertake any other reasonable duties, as determined by the 1st line - Head of Function Ensure all mandatory training is completed in a timely fashion. Encourage a culture of openness and ethical decision making within the team.
Experience required
Bachelor's degree in finance, Business, Risk Management, or related field. More than 3 years of experience in risk, compliance, operations, or audit (internships included). Exposure to financial services (e.g., EPF, Wealth Management or Transfer Agencies). Experience in AML or Financial Crime Analysis. Basic understanding of operational risk concepts (e.g., risk frameworks, incident management). Familiarity with GRC tools or risk reporting systems. Strong analytical and problem-solving skills. Attention to detail and ability to manage multiple tasks. Eagerness to learn and grow in a fast paced environment. Team player with good communication skills. Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Why should you join us?
Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies. Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth. Convenient office location in the city for commuters. A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, annual leaves, volunteer leave, sick days, referral bonuses, and more. A hybrid 3+2 model combining working from the office and from home. We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
If this role appeals to you please make an application now.
*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us on
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future. Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today.
#J-18808-Ljbffr
Application Support Analyst - Wealth Management Platform
Posted 4 days ago
Job Viewed
Job Description
Join to apply for the
Application Support Analyst - Wealth Management Platform
role at
FNZ Application Support Analyst - Wealth Management Platform
2 days ago Be among the first 25 applicants Join to apply for the
Application Support Analyst - Wealth Management Platform
role at
FNZ Get AI-powered advice on this job and more exclusive features. TA partner | Tech | Early career | Overseas recruitment
As a Production Support Analyst, you’ll provide application support for our business. We are looking for a self-starter, an expert in issue management, addressing concerns from both external and internal clients to meet key performance indicators (KPIs) and service level agreements (SLAs). A core aspect of your role involves ensuring the seamless functioning of the application as deployed, emphasizing proactive and reactive measures to champion continuous service improvement. You will be a member of a critical team who - Provide Application Support - ensuring that the application is working correctly as deployed. Supporting Incident & Problem Management – analysis, investigation, diagnosis and problem solving to identify, troubleshoot and resolve production issues. Release & Change Management – support testing and release process for production fixes. Service Transition – facilitate the transition between project support and production support for all changes. Service Level Management – support the Service Managers in delivering FNZ services within KPIs, SLAs and contractual obligations. The responsibilities will include: Identifies and resolves issues with applications, following agreed procedures. Carries out agreed application maintenance tasks. Prioritizes and diagnoses incidents according to agreed procedures. Investigates causes of incidents and seeks resolution, escalating as appropriate. Documents and closes resolved incidents according to agreed procedures. Analyses causes of incidents and provides recommendations to minimize probability of recurrence and contribute to service improvement. Initiates and monitors actions to anticipate, investigate and resolve problems in systems, processes, and services. Determines problem fixes and assists with the implementation of agreed remedies and preventative measures. Ensures that such problems are fully documented within the relevant reporting systems. Collaborates with colleagues, operational/client-servicing staff and other users to produce long term scalable solutions that adhere to procedural and regulatory compliance requirements. Works with developers, other analysts and testers to ensure that production fixes and business process changes are fit for purpose. Drafts and maintains procedures and documentation for application support. Other tasks: To undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the production environment. What are we ideally looking for in a successful candidate? Relevant production support experience and/or qualification within a relevant field. Passionate about providing an excellent service experience for our clients. Strong analytical thinking and keen attention to detail. Highly logical with proven problem-solving abilities. Independent, self-directing and delivery focused working style. Good communication skills, confident in dealing with internal and external clients. Able to take initiative learn quickly in a dynamic fast-paced industry; Ability to effectively prioritize and execute tasks in a high-pressure environment. Excellent organizational, administration and time management skills. These are also an advantage (but not a must): Interest / familiarity with financial markets and products. Some experience with Microsoft .NET development products, including C#, VB.NET and SQL Server, beneficial but not essential. Open to the variance of work hours, including the flexibility to start earlier or later than standard work hours. Why should you join us? Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies. Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth. Convenient office location in the city for commuters. A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, volunteer leave, sick days, referral bonuses, and more. A hybrid 3+2 model combining working from the office and from home. We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more. For more information, please reach out to us! *Please note that we will begin shortlisting as we receive applications. We encourage early applications as we may withdraw the advertising at any time. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Analyst and Engineering Industries Financial Services and Information Services Referrals increase your chances of interviewing at FNZ by 2x Sign in to set job alerts for “Application Support Analyst” roles.
Kota Damansara, Selangor, Malaysia 3 days ago Kota Damansara, Selangor, Malaysia 1 day ago Ara Damansara, Selangor, Malaysia 1 month ago Taman Wilayah, Federal Territory of Kuala Lumpur, Malaysia 1 month ago L2 Application Support (Unix Shell, Sql) - Rotational shifts
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 hours ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 22 hours ago People Care Application Support Specialist
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Senior Business Application Support Specialist
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago Application Support Shift Agent (6pm - 6am)
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago Executive, Application Support (Group IT)
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 9 months ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago Federal Territory of Kuala Lumpur, Malaysia 1 week ago Associate Consultant - Infrastructure Engineer
Federal Territory of Kuala Lumpur, Malaysia 1 day ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Software Application Support Specialist (US Time Zone)
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Operational Risk Analyst - Wealth Management Platform
Posted 4 days ago
Job Viewed
Job Description
Role Description This role is based in our Kuala Lumpur office and supports 1st line risk management activities
for the Asian wealth management platforms . The analyst will assist in identifying, monitoring, and reporting operational risks, ensuring alignment with FNZ’s Risk Management Framework. We are looking for a self-starter, an expert in developing risk capabilities and someone who is confident to carry out interactions with a wide range of employees at all levels of the organisation, along with regular communication with both clients and third parties. Specific Role Responsibilities Process Ensuring delivery of quality, accurate Risk Events to clients in a timely manner, with appropriate assessment of regulatory impact
Partnering with our client base to ensure Risk Events and causal themes are challenged to reduce the likelihood of reoccurrence.
Responding to client enquiries in a prompt and professional manner · Production of Risk Event Management Information monthly.
Identifying efficiencies and improvements in the process related to quality and timeliness.
Partnering with the business to improve the control environment
Assisting in driving quality action plans (events and audits), with appropriate ownership and oversight to ensure completion on schedule.
Supporting first line of defence with any Risk related enquiries
Delivering Risk focussed training to the business.
People Ensuring all mandatory training is completed in a timely fashion
Governance Attending client meetings and discussing Risk Event themes and trends.
Supporting management of audits (internal & external)
Attending regular client meetings (e.g. Risk Event Meetings) and resolve all actions within agreed timescales
Using, and becoming a subject matter expert in the use of, the Firm’s designated risk system as the sole repository for Risk Event Information.
Functional Area Responsibilities Continue to support the Team purpose and ensure the Operational Risk & Control function delivers value and assurance to FNZ and our client base.
Promote and actively develop a risk aware culture within FNZ 1st line.
Be proactive, organised and actively provide ideas of innovation and process improvement.
Build and maintain excellent relationships with key internal stakeholders and clients to ensure engagement with our strategy.
Be informed of sector-wide developments and those beyond the business sector.
Undertake any other reasonable duties, as determined by the 1st line - Head of Function
Ensure all mandatory training is completed in a timely fashion.
Encourage a culture of openness and ethical decision making within the team.
Experience required Bachelor’s degree in finance, Business, Risk Management, or related field.
More than 3 years of experience in risk, compliance, operations, or audit (internships included).
Exposure to financial services (e.g., EPF, Wealth Management or Transfer Agencies).
Experience in AML or Financial Crime Analysis.
Basic understanding of operational risk concepts (e.g., risk frameworks, incident management).
Familiarity with GRC tools or risk reporting systems.
Strong analytical and problem-solving skills.
Attention to detail and ability to manage multiple tasks.
Eagerness to learn and grow in a fast paced environment.
Team player with good communication skills.
Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Why should you join us?
Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.
Convenient office location in the city for commuters.
A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, annual leaves, volunteer leave, sick days, referral bonuses, and more.
A hybrid 3+2 model combining working from the office and from home.
We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
If this role appeals to you please make an application now. *Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. For more information, please reach out to us on About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future. Similar Jobs (1)
Operational Risk Analyst - Transfer Agency Platform locations Kuala Lumpur - Malaysia time type Full time posted on Posted 22 Days Ago FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
#J-18808-Ljbffr
Operational Risk Analyst - Wealth Management Platform
Posted 4 days ago
Job Viewed
Job Description
Join to apply for the
Operational Risk Analyst - Wealth Management Platform
role at
FNZ FNZ Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Join to apply for the
Operational Risk Analyst - Wealth Management Platform
role at
FNZ Get AI-powered advice on this job and more exclusive features. Role Description
This role is based in our Kuala Lumpur office and supports Role Description
This role is based in our Kuala Lumpur office and supports
1st line risk management activities
for the Asian wealth management platforms . The analyst will assist in identifying, monitoring, and reporting operational risks, ensuring alignment with FNZ’s Risk Management Framework.
We are looking for a self-starter, an expert in developing risk capabilities and someone who is confident to carry out interactions with a wide range of employees at all levels of the organisation, along with regular communication with both clients and third parties.
Specific Role Responsibilities
Process
Ensuring delivery of quality, accurate Risk Events to clients in a timely manner, with appropriate assessment of regulatory impact Partnering with our client base to ensure Risk Events and causal themes are challenged to reduce the likelihood of reoccurrence. Responding to client enquiries in a prompt and professional manner Production of Risk Event Management Information monthly. Identifying efficiencies and improvements in the process related to quality and timeliness. Partnering with the business to improve the control environment Assisting in driving quality action plans (events and audits), with appropriate ownership and oversight to ensure completion on schedule. Supporting first line of defence with any Risk related enquiries Delivering Risk focussed training to the business.
People
Ensuring all mandatory training is completed in a timely fashion
Governance
Attending client meetings and discussing Risk Event themes and trends. Supporting management of audits (internal & external) Attending regular client meetings (e.g. Risk Event Meetings) and resolve all actions within agreed timescales Using, and becoming a subject matter expert in the use of, the Firm’s designated risk system as the sole repository for Risk Event Information.
Functional Area Responsibilities
Continue to support the Team purpose and ensure the Operational Risk & Control function delivers value and assurance to FNZ and our client base. Promote and actively develop a risk aware culture within FNZ 1st line. Be proactive, organised and actively provide ideas of innovation and process improvement. Build and maintain excellent relationships with key internal stakeholders and clients to ensure engagement with our strategy. Be informed of sector-wide developments and those beyond the business sector. Undertake any other reasonable duties, as determined by the 1st line - Head of Function Ensure all mandatory training is completed in a timely fashion. Encourage a culture of openness and ethical decision making within the team.
Experience Required
Bachelor’s degree in finance, Business, Risk Management, or related field. More than 3 years of experience in risk, compliance, operations, or audit (internships included). Exposure to financial services (e.g., EPF, Wealth Management or Transfer Agencies). Experience in AML or Financial Crime Analysis. Basic understanding of operational risk concepts (e.g., risk frameworks, incident management). Familiarity with GRC tools or risk reporting systems. Strong analytical and problem-solving skills. Attention to detail and ability to manage multiple tasks. Eagerness to learn and grow in a fast paced environment. Team player with good communication skills. Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Why should you join us?
Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies. Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth. Convenient office location in the city for commuters. A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, annual leaves, volunteer leave, sick days, referral bonuses, and more. A hybrid 3+2 model combining working from the office and from home. We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
If this role appeals to you please make an application now.
Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us on
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at FNZ by 2x Sign in to set job alerts for “Operational Risk Analyst” roles.
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Client Advisor, Private Wealth, Group Wealth Management
Posted 4 days ago
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MYS CTSM KL - Surveillance Analyst (Wealth Management) - Hybrid
Posted 3 days ago
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Job Description
Citi's Asia Business serves two of the fastest growing cities, Singapore and Hong Kong through our Consumer, IPB and Private Bank Business. Asia Wealth business offers a diversified range of products ranging from insurance products to complex wealth management products, including FX Products to in excess of 115M customers, with US$260B in client volumes, US$.4B of total revenue, Asset Under Management of US 42B along with a deposit book of US 90 Billion. These customers are serviced by 1000 odd Relationship and Private Bankers. With more than a century of enviable brand, Best-in-Class digital client acquisition, diverse Wealth Management product capability and market leadership, we are competitively well-positioned to grow a high-quality customer base that benefits most from our product and network capabilities.
**Objective Overview**
This role is part of the Wealth Asia Supervision team and is integral to establishing a robust Wealth sales control that enables effective risk and control management by the Wealth business in Asia. Reporting to the KL Hub Business Solutions Lead, this role will be responsible for leading and managing the Wealth Sales Control framework across Asia. The candidate is responsible to deliver all business requirement related to technology scope of work including data analysis, data quality review, data loading & enrichment process, work with stakeholders to review surveillance parameters / rules to identify the required data elements to satisfy business requirements for generation of alerts / sampling methodology, data completeness check, work closely with technology teams to deliver digital solutions for business within the target timeline, perform User Acceptance Test (UAT), prepare reports / logs / documents etc.
**Key Responsibilities:**
+ Responsible to work with multiple stakeholders to automate manual processes and provide digital solution. The candidate will require to understand the business process and data sources to provide business requirement to technology team. The candidate will expect to perform UAT and PAT.
+ Responsible for data analysis and data quality check to support the business nature / process.
+ Responsible to identify data source issues if any and proactively work with business units and technology teams to ensure no impact to the business operations.
+ Operate within agreed business SLAs and confidentiality standards.
+ Provide data consultation services to business users and technology teams to support operation functions.
+ Prepare trend analysis and surveillance reports for management reporting. Document exception findings, tracking of corrective actions.
+ Continuously seek process improvement to enhance efficiency of the surveillance monitoring process, and to address process gaps.
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
+ Consistently demonstrates clear and concise written and verbal communication skills.
+ Provide backup to other team members in their absence.
+ Review and update of desk procedures.
+ Implement processes and procedures according to the business / compliance requirement.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications** **:**
+ At least 1 - 2 years of banking experience in consumer banking technology / business analysis field.
+ SQL query skill set is mandatory.
+ Able to write VBA/Python code to automate manual reports / processes.
+ Project and Change Management experience.
+ Good understanding of Big Data solution / related knowledge would be an advantage.
+ Good understanding of audit and compliance functions in banking industry.
+ Self-motivated and detail oriented.
+ Proven organization and time management skills.
+ Demonstrated problem-solving and decision-making skills.
**Education** **:**
+ Bachelor's degree or equivalent in IT / Computer Science / Data Science & Analytics
+ Mandatory: Strong in SQL, understand database table structures and data elements, experience in automate manual processes
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Client Services
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
MYS CTSM KL – Surveillance Analyst (Wealth Management) - Hybrid
Posted 2 days ago
Job Viewed
Job Description
: At least 1 - 2 years of banking experience in consumer banking technology / business analysis field. SQL query skill set is mandatory. Able to write VBA/Python code to automate manual reports / processes. Project and Change Management experience. Good understanding of Big Data solution / related knowledge would be an advantage. Good understanding of audit and compliance functions in banking industry. Self-motivated and detail oriented. Proven organization and time management skills. Demonstrated problem-solving and decision-making skills. Education
: Bachelor’s degree or equivalent in IT / Computer Science / Data Science & Analytics Mandatory: Strong in SQL, understand database table structures and data elements, experience in automate manual processes --- Job Family Group: Private Client Coverage
--- Job Family: Client Services
--- Time Type: Full time
--- Most Relevant Skills Please see the requirements listed above. --- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. --- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi
.
View Citi’s
EEO Policy Statement
and the
Know Your Rights
poster.
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