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Analyst/Associate, Wealth Management Ops Specialist (Static Data Control, CBWMO, Group COO
Singapore
Key Responsibilities
The Static Data Control Analyst/Associate supports the accuracy, completeness, and integrity of client and account static data across Wealth Management Operations.
This role ensures timely processing of static data requests, strong control standards, and reliable downstream trading and settlement outcomes.
1. Operations & Delivery
Perform end-to-end static data maintenance for client, account, and product data
Process account lifecycle events such as:
Account opening and closure
Client profile updates
GIRO, EPS, CPF/SRS, SIP, and related setups
Ensure data is accurately captured across source systems and downstream platforms
Meet turnaround times (SLAs) while maintaining high quality and zero-defect mindset
Handle daily BAU and volume spikes in a controlled and disciplined manner
2. Risk Control & Data Quality
Ensure all static data changes comply with internal policies, procedures, and regulatory requirements
Perform maker/checker controls where applicable
Identify data discrepancies, breaks, and exceptions
Investigate and resolve issues promptly to prevent downstream operational impact
Maintain strong documentation and audit trails
3. Exception Management & Investigation
Investigate rejected or failed requests and follow up with relevant stakeholders
Support resolution of client-impacting issues caused by incorrect or incomplete static data
Escalate risks, delays, or control gaps in a timely manner
4. Stakeholder Management
Act as a reliable point of contact for internal stakeholders such as Front Office, Client Services, Operations, Technology, and Compliance
Communicate clearly on request status, issues, and required follow-ups
Build effective working relationships to support smooth end-to-end processing
5. Process Improvement & Change Support
Identify opportunities to improve processes, reduce manual handling, and mitigate data risk
Participate in system enhancements, UAT, and change initiatives related to static data
Support implementation of new products, regulatory changes, or system rollouts
Contribute ideas to reduce operational risk (e.g. paper handling, data loss, rework)
Requirements
2–5 years of experience in banking or financial services operations
Exposure to static data, account maintenance, or client onboarding preferred
Knowledge of Wealth Management or brokerage operations is an advantage
Solid control mindset with strong attention to detail.
Able to perform under tight deadlines in a fast-paced environment.
Clear communicator with good stakeholder management skills.