Wealth Management Operations - Melbourne

Morgan Stanley UK

Melbourne, Australia
Not specified; not specified; comprehensive employ...
Fluency in chinese language mandarin
Perform independent callback verification
Manage internal and external fraud risks
The role is responsible for overseeing operational processes within the Call Back Verification and PWM Tax Reporting team to ensure a strong Risk and Control framework

Job Summary

  • The role is responsible for overseeing operational processes within the Call Back Verification and PWM Tax Reporting team to ensure a strong Risk and Control framework.
  • Key duties include performing independent callback verification to validate asset transfers and managing fraud risks related to customer static data changes.
  • Morgan Stanley offers a superior foundation for building a professional career with opportunities to learn, achieve, and grow alongside diverse global teams.

Matching Summary

The role is responsible for overseeing operational processes within the Call Back Verification and PWM Tax Reporting team to ensure a strong Risk and Control framework.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Fluency in Chinese Language Mandarin
  • Perform independent Callback Verification
  • Manage internal and external fraud risks
  • Resolve reconciliation mismatches between systems
  • Support client cost-base data update

Nice-to-have

  • Leverage automation and AI tools for efficiency
  • Strong attention to detail with prioritization
  • Ability to develop strong relationships across teams
  • Proactively leverage digital tools to reduce manual work
  • Demonstrate highest level of ethical standards

Key Requirements

  • Fluency in Chinese Language (Mandarin)
  • 2-3 years financial markets experience
  • Understanding of regulatory rules and ASIC/ASX Settlement Rules
  • Sound understanding of CGT implications and rules

Work Rights

Not specified

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