Not specified (assumed to be hybrid or onsite based on the nature of the role).
Day-to-day processing and reporting
Client relations management
Process improvement recommendations
The Senior Analyst - Operations position at Bankstcharles in Chennai focuses on supporting Private Bank and Wealth Management initiatives through processing, reporting, and issue resolution. The role requires collaboration with various teams, a strong understanding of asset transfers, and responsibilities in managing client relations and operational efficiency
Job Summary
Support Private Bank and Wealth Management with day-to-day processing, reviewing, reporting, and issue resolution.
Collaborate with teams across the bank to align and integrate Private Bank and Wealth Management processes, identifying areas for improvement.
Focus on asset transfers, reconciliation, and analyzing transfer orders with a strong emphasis on CASS regulatory compliance.
Matching Summary
Match Score: 85
The Senior Analyst - Operations position at Bankstcharles in Chennai focuses on supporting Private Bank and Wealth Management initiatives through processing, reporting, and issue resolution. The role requires collaboration with various teams, a strong understanding of asset transfers, and responsibilities in managing client relations and operational efficiency.
Skills & Requirements
Must-have
Day-to-day processing and reporting
Client relations management
Process improvement recommendations
Develop and implement procedures
Risk mitigation and operational efficiency
Asset transfers and reconciliation
Regulatory compliance (CASS)
Nice-to-have
Strong communication and coordination
Eagerness to learn complex regulations
Detail-oriented with strong ownership
Ability to manage tight deadlines
Data Analytics and AI Tools
Key Requirements
Experience in asset transfers and reconciliation
Understanding of trade lifecycle
Prior exposure to regulatory reporting and audits
Experience with UAT testing and evidence gathering