Wealth Management Operations Analyst

At Credicorp Capital, we are looking for an exceptional talent to join us as a Wealth Management Operations Analyst . Native-level English is mandatory.

Responsibilities

• Open accounts (individual, joint, and corporate, including margin accounts)
• Manage ACATS, journals, free deliveries, free receives, wire transfers, and other asset movement requests for existing clients
• Instruct both external (wire transfers) and internal (journals) transfers from Credicorp Capital US accounts
• Consult with Operations to determine if assets can be held at Pershing before reception and confirm to the banker which assets can be received
• Gather supporting documents sent by the client
• Complete account opening forms
• Follow up until assets arrive at or leave Pershing
• Submit all documentation to the Onboarding team
• Request the Operations team to update the cost basis of received position...