Responsibilities:
• Learn and Understand Wealth Management Businesses.
• Distinguish between B2B and B2C Channels through active engagement of stakeholders in terms of data structure and business demands.
• Understand and able to trouble shoot the existing UiPath workflow/orchestrator already created and used in the team.
• Prepare UiPath/other complement technology trainings on regular basis (biweekly) to equip the team with the relevant UiPath knowledge and troubleshooting skills.
• Actively support Team and relevant stakeholders technology (UiPath, Python, SQL, ChatGPT and etc) learning journey.
• Discover, Create and Implement RPA processes to automate the team’s routine processes.
Requirements:
• Intermediate or strong knowledge in UiPath and Python, strong in MS office especially Excel, Power Query and other prevalent technologies for process automation.
• Candidates with 4+ years of experience would be preferred, knowledge in wealth management would be an advantage.
• Good command of English and strong in communication and interpersonal skills
• Ability to share or teach Team and relevant stakeholders on the mastery of new technological skills and knowledge.
• A recognized diploma/degree in any discipline, preferably in Finance
• Certifications in CFMAS modules 1A, 5, 6, and 8 will be an added advantage
• Independent and able to accomplish tasks with little guidance
• Well-organised and meticulous
Reporting Manager
• Head of Middle office (Wealth Management)
