International Wealth Operations Specialist

Job Description

The International Wealth Operations Specialist supports global wealth management operations by ensuring accurate processing of investment and client servicing activities. The role manages operational workflows while maintaining compliance with international banking regulations and internal policies. Working with relationship managers and global operations teams, the specialist delivers high-quality client support. The position emphasizes operational excellence, accuracy, and continuous process improvement.

Key Responsibilities
Process international wealth management transactions accurately and efficiently.
Verify client documentation and perform KYC/AML compliance checks.
Support account opening, maintenance, and investment operations.
Coordinate with global relationship managers and operational teams.
Resolve client queries and operational exceptions promptly.
Monitor transaction processing to ensure regulatory compliance.
Prepare operational reports and maintain accurate documentation.
Identify opportunities to improve operational efficiency and service quality.