Associate Manager, Pre Trade Services Associate Manager, Pre Trade Services

12 hours ago


Makati City, National Capital Region, Philippines ANZ Banking Group Limited Full time ₱1,200,000 - ₱2,400,000 per year
About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

The Associate Manager is an SME that can perform the Markets requests across the Markets Client Lifecycle (Onboarding, Amendments, Offboarding, etc) and related queries with minimal guidance and provide expertise decision making on process and product requirements.Key services include Market Onboarding, life cycle management, client servicing, and addressing escalations for both Front Office and Client.

This role is also expected to:

Develop and foster partnership with both external and internal stakeholders and service providers.Ensure that all their cases meet global requirements (OTC, Regulatory, etc).Partner with our GCC teams (Client Data, Static Data, Confirmations and Settlements) to ensure setups are correctly setup within SLA's

Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.

Role Location: 11F Solaris One building, Makati City
Work Hours: Australian Business hours, Day Shift, Weekends Off, Hybrid work set up

What will your day look like?

As an Associate Manager, you will oversee: 

Financial:


• Provide transparency & Grow the business through prioritisation of resource to focus on clients profitable for ANZ

• Maximise wallet opportunity by Onboarding clients in shortest time possible

• Reduce any financial loss which may arise from Client escalations received by Client Services

Customer:


• Full handling of all Markets related requests and queries (Product Onboarding, Regulatory, Confirmations and Settlements setups, Amendments, Offboarding, etc)

• Initial and Ongoing Co-ordination & management of customer Regulatory (e.g. Dodd Frank, EMIR, APRA, CPS 226), Investor Suitability, and Market product requirements (such as Legal, Credit, Settlement, Confirmation, Account Setup, etc)

• Drive strong collaboration with internal stakeholders to ensure clients are compliant

• Take personal responsibility for delivering tailored solutions to ensure optimal customer experience

• Deliver required output in a consistent manner to ensure SLA delivery

Process:


• Local and Global Market Pre-Trade Services Delivery

• Running Controls to ensure our Service Providers are meeting SLA and Quality metrics

• Deliver required quantity of completed customer reviews (monthly basis)

• Develop and implement strategy/ies to improve the processes (where applicable) to improve customer experience

People:


• Behaves consistently with ANZ/Markets COO values and challenge where inconsistent.

• Support wider team deliverables where possible (including those not within immediate scope)

Risk/compliance/behaviours:


• Adhere to regulatory and internal policies at all time to ensure strong audit review results.
Identify risk & security issues within the process and determine remedial plans

What will you bring?

To grow and be successful in this role, you will ideally bring the following:


• Experience in managing customer service and operational needs

• Knowledge of Markets products, different client types, and trade life cycle and Markets processes, significant experience in Banking

• Strong regulatory knowledge and ability to address audit outcomes and implement process controls. Be able to identify risks in processes and take ownership to improve processes

• Understand the Markets Trade Lifecycle (trade execution, confirmations, settlements)

• Onboarding experience

• Strong communication skills (Written and Verbal)

• Customer service skills

• Good influencing, problem solving and negotiation skills 

• Experience in delivering customer focused outcomes 

• Demonstrated ability to deliver outstanding service and meet competing demands   

You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.

So why join us?

ANZ provides banking and financial services and operates across more than 30 markets. We are among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world. With more than 2,000 people, our team in Manila plays a critical role in executing our strategy and in delivering what matters most to our customers and the bank. We continue to grow our professional services capabilities to support our customers around the world.  Our expertise and services make us a bank, and our people, purpose, and culture makes us ANZ. We're proud of the inclusive culture we're renowned for where 90 percent of our people feel they belong. 

We provide our people with a range of benefits including access to health and wellbeing services.  We also have flexible working options so that our people can 'make work, work for them'.

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit   You can apply for this role by visiting ANZ Careers and searching for reference number

Job Posting End Date

02/10/2025 , 11.59pm, (Melbourne Australia)




  • Makati City, National Capital Region, Philippines ANZ Banking Group Limited Full time ₱1,200,000 - ₱2,400,000 per year

    About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role The primary function of the Onboarding Lead, Pre-Trade Services is to support the daily activities of Markets Client Data Team.Markets Client Data is a global...


  • Makati City, National Capital Region, Philippines ANZ Full time ₱1,200,000 - ₱2,400,000 per year

    About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About The RoleThe primary function of the Onboarding Lead, Pre-Trade Services is to support the daily activities of Markets Client Data Team.Markets Client Data is a global hub...


  • Makati City, National Capital Region, Philippines RCL REGIONAL OPERATING HEADQUARTERS Full time ₱350,000 - ₱600,000 per year

    Journey with us Combine your career goals and sense of adventure by joining our incredible team of employees at Royal Caribbean Group. We are proud to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world.We are proud to be the vacation-industry leader with global...

  • pre-sales engineer

    1 week ago


    Makati City, National Capital Region, Philippines Berinne Systems Inc Full time ₱1,200,000 - ₱3,600,000 per year

    Job description:The Pre-Sales Engineer is a technical expert who supports the sales team by providing technical expertise and guidance throughout the sales process. They work closely with sales representatives to identify customer needs, demonstrate product capabilities, create and deliver presentations and proposals, and answer technical questions. Their...


  • Mandaluyong City, National Capital Region, Philippines Biocostech Phils. Corp. Full time ₱900,000 - ₱1,200,000 per year

    Key Responsibilities:Assist in the development and execution of trade marketing strategies to promote skincare products effectively and contribute insights to align trade initiatives with overall brand and marketing strategies.Collaborate with cross-functional teams to plan and implement promotional campaigns aimed at boosting product visibility and...


  • Makati City, National Capital Region, Philippines Asia Brewery Incorporated Full time ₱1,500,000 - ₱2,500,000 per year

    ROLES AND RESPONSIBILITYTo do in- field trade checks with regards to the total TMG program execution.Identifying specific regional GT trade needs and objectives and translate it to a viable strategy recommendation for Trade Marketing Group review and implementation.National budget management in collaboration with the Trade Marketing Manager.Third party...


  • Makati City, National Capital Region, Philippines Consistent Frozen Solutions Corporation Full time ₱1,500,000 - ₱2,500,000 per year

    BRIEF DESCRIPTIONThe Trade Marketing Manager is responsible for developing and executing trade marketing strategies to drive brand visibility, product awareness, and sales through retail and distribution channels. This role requires close collaboration with sales teams, product managers, and external partners to ensure alignment of marketing initiatives with...


  • Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱2,000,000 - ₱2,500,000 per year

    The RoleAs a Loan and Trade Servicing Account Officer, you will ensure that the unit meets its strategic objectives and aligned with segment's target operating model on customer support infrastructure.You will also manage the daily operation of the unit and overseas the resource allocation and workflow of all support activities including:Ensures the unit...


  • Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    The RoleAs aLoan and Trade Servicing Account Officer,you will ensure that the unit meets its strategic objectives and aligned with segment's target operating model on customer support infrastructure.You will also manage the daily operation of the unit and overseas the resource allocation and workflow of all support activities including:Ensures the unit meet...


  • Caloocan City, National Capital Region, Philippines Lifestrong Marketing Inc. Full time ₱900,000 - ₱1,200,000 per year

    TheTrade Marketing Managerwill develop, implement and evaluate trade marketing activities and campaigns. This role will oversee a team of trade marketing specialists, coordinators, promodisers, beauty consultants and collaborating with other departments such as sales, marketing and product development. Attention to detail, proactive, organizational and...