Umar Marzuki Email & Phone Number

Experienced Assistant Operations Manager with expertise in managing operations and ensuring regulatory compliance. Skilled in overseeing daily activities to deliver high-quality services within agreed timelines. Proficient in implementing efficient processes for fund management, including accurate accounting, securities reconciliation, and trade settlement. Committed to maintaining compliance with regulations and optimizing operational efficiency. Proven track record in the financial services industry. Looking to leverage my knowledge and experience into a role as Operations Manager.

• 

  Assistant Manager

  Ambank Group

  Jul 2010 - Present - Petaling Jaya, Selangor, Malaysia

  Securities Settlement:• Partnered with Private Client Managers to execute client requests for Unit Trust investments, Equities, Fixed Deposits, Bonds, and Structured Products, ensuring precision in service delivery.• Directed the seamless transfer of client assets, including bonds, equities, and Unit Trust holdings, executing transactions with precision and in full compliance with regulatory standards.• Led and coordinated the efficient execution of Initial Public Offerings (IPOs), Direct Business Transfers (DBT), and Contra Trades, ensuring all processes were executed smoothly and in alignment with client expectations.• Managed and facilitated Unit Trust transactions, overseeing both purchases and sales with meticulous attention to detail, ensuring strict adherence to regulatory compliance.• Administered Fixed Deposit accounts, efficiently processing client placement and withdrawal requests, while maintaining high standards of accuracy and client service.• Oversaw internal and external asset transfers, including bonds, equities, and Unit Trusts, ensuring data integrity and compliance with industry regulations.• Reviewed and approved client payments and transactions, ensuring accuracy and timely processing, in close collaboration with Client Managers.• Monitored and managed fund flows for payments and foreign exchange conversions, ensuring timely execution and compliance with financial protocols.Skills and Key Competencies• Continuous Professional Development: Actively engage in internal training programs to enhance skills, knowledge, and industry acumen.• Project Leadership: Successfully lead and manage projects focused on improving operational efficiency and driving business growth from initiation through to successful implementation.• Fund Management Expertise: In-depth knowledge of fund management practices, including precise accounting, securities reconciliation, and trade settlement processes.

• 

  Universiti Utara Malaysia

  3.50