Strategic Finance Professional for Private Banking and Wealth Management

2 days ago


Singapore The Edge Partnership Full time
About The Role

As a key member of our finance team, you will play a critical role in supporting our Wealth Management business in Singapore. This position requires a seasoned finance professional with expertise in Private Banking accounting practices, balance sheet substantiation, transfer pricing, and MIS reporting.

Responsibilities
  • You will oversee product control for the Wealth Management business, ensuring alignment with Private Banking Finance standards.
  • Your primary focus will be on ensuring timely and accurate calculation, verification, and reporting of daily P&L and MIS for internal stakeholders.
  • You will collaborate with Business, Operations, Risk, Treasury, FC&R, CMA, Valuations, and other functions to resolve queries related to booking, valuation, accounting, financial resources, and management reporting.
  • You will perform in-depth reviews and analyses of Wealth Management business activities to identify significant items for senior management.
  • Additionally, you will handle month-end processes, including balance sheet substantiation, transfer pricing, MIS/KPI reporting, and validation of key management metrics.
  • You will also support cross-asset onboarding initiatives across firm-wide booking platforms and evaluate legal entity suitability. You will review and assess new business transactions presented to relevant committees.
About You

To be successful in this role, you will require:

  • A Bachelor's degree or accounting qualification.
  • At least 10 years of relevant experience, with expertise in Private Banking accounting practices, balance sheet substantiation, transfer pricing, and MIS reporting.
  • Familiarity with Avaloq banking suite would be advantageous.
  • A strong understanding of legal entity and management reporting controls.
Compensation

The estimated salary for this position is $120,000 - $180,000 per annum, depending on your experience and qualifications.



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