Wealth Management Operations - Stock Transfer

We are looking for a Wealth Management Operations – Stock Transfer Specialist to support high net‑worth clients with seamless stock transfers. In this role you’ll build trust, manage compliance, and ensure accurate transactions.

• Process and verify stock transfer instructions from clients and internal stakeholders.
• Coordinate with external custodians and brokers to facilitate stock transfers.
• Conduct thorough checks to ensure compliance with regulatory requirements and internal policies.
• Investigate and resolve any discrepancies or issues that may arise during the transfer process.
• Maintain accurate records and reports to ensure audit trails and compliance.

• A degree in a relevant field such as finance, accounting, or business administration.
• At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment.
• Strong...