Wealth Management Operations - Melbourne
About the job
The job is about ensuring a strong Risk and Control framework within the Australian Operations team at Morgan Stanley. By overseeing operational and business processes, this position plays a vital role in maintaining compliance and enhancing client relationships. The team thrives on collaboration, innovation, and a commitment to excellence, creating an environment where everyone can learn, grow, and contribute to the firm's success.
You'll be responsible for
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Performing Callback Verification
Independently verifying the identity of account holders and validating asset transfers and changes to customer data.🛡️
Managing fraud risks
Overseeing internal and external fraud risks related to asset transfers and customer data changes.📅
Supporting PWM tax reporting
Ensuring accuracy and timely release of client annual tax reporting through various control tasks.Key criteria
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Fluency in Mandarin
Proven ability to communicate effectively in Mandarin for client interactions.View
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Tertiary qualification in finance
Desirable degree in Finance or related fields to support financial operations.View
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2-3 years financial markets experience
Demonstrated experience in financial markets enhances operational effectiveness.View
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