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Manager, Investment Account responsible to provide a functional support to Head of Investment Account. An execution biased role with primary focus on operations and project management.

Operations

• Prepare service request forms (SRF) to facilitate back-end channel parameter maintenance for all Investment Account products.
• Prepare Hong Leong Online request forms (HLO) to facilitate front-end channel parameter maintenance for all Investment Account products.
• Manage periodic and ad-hoc exception handling cases for all Investment Account products to resolution.
• Assist branches/Relationship managers (RMs) in the on boarding and account opening of Investment Account wholesale customers.
• Prepare service request forms (SRF) to facilitate timely Term Investment Account wholesale account opening.

Project Management

• Collaborate with relevant stakeholders and external vendors to develop and circulate User Requirements Specifications (URS).
• Perform timely project status updates on Investment Account projects pertaining to back-end and front end enhancements.
• Provide post implementation support to HLISB Personal Financial Services (PFS-i), HLISB Business Corporate Banking (BCB-i) and branches.
• Assist in coordinating Investment Account enhancement implementation across branches
• Prepare and execute User Acceptability Test (UAT) scenarios and effectively close defects prior to implementation
• Assist in preparing back-end/front-end enhancement project documentation ( Business Memo & RCAT).

Managerial

• To ensure timely submission for all deliverables.
• To participate in team meetings and provide value add where relevant.
• To highlight project/operational dependencies and timeline risks to Investment Account project lead.

Education/Qualification

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Finance/Accountancy/Banking or equivalent.

Experience

• Minimum of 1-2 years’ working experience in financial institution with specialization in project management, and/or branch operations support.

Special Skills

• Ability to effectively communicate, both orally and in writing, through all levels of the organization.
• Possess dynamic and positive working attitude towards multi-tasking and proactively seeks out opportunities to advance and implement improvements.
• Independent, self-organized and able to work under tight deadlines.
• Excellent organizational and co-ordination skills, intellectually curious.
• Good proficiency in MS Word, MS Excel and MS PowerPoint.

Realise your full potential at Hong Leong Bank by applying now.