Financial Operations Specialist for Wealth Management

2 days ago


Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

We are seeking a highly skilled Financial Operations Specialist to join our Wealth Management team in Singapore. This individual will play a crucial role in supporting the project management team and coordinating system implementation, testing, and integration across various teams.

About the Role

In this position, you will be responsible for managing daily settlement operations for Wealth Management products, including trade settlements, payment instructions, and reconciliation. You will also assist in reviewing the system's functionality with Product, IT, Compliance, and other teams involved.

The ideal candidate will have 5 years of relevant experience in Wealth Management operations, with a proven track record in implementing and testing new systems. A Bachelor's degree in Banking/ Finance/ Business Management or related fields is required. Fluency in Mandarin is essential for liaising with Chinese-speaking clients and reviewing relevant documents.

Key Responsibilities
  • Assist the project management team in gathering system requirements from stakeholders and coordinating system implementation and testing.
  • Review the system's functionality with Product, IT, Compliance, and other teams involved.
  • Prepare client data structure for integration, either by transforming existing data or storing relevant client data in a compatible format.
  • Gather coverage and booking model of the SG CorpAct Module for analysis.
  • Establish relevant SOPs and ensure operational readiness.
  • Create standard document templates, including statements and confirmations.
  • Manage daily settlement operations for WM products, including trade settlements, payment instructions, and reconciliation.
Requirements
  • 5 years of relevant experience in Wealth Management operations, with experience in implementing and testing new systems.
  • Familiarity with Wealth Management business and relevant products.
  • Bachelor's degree in Banking/ Finance/ Business Management or related fields.
  • Ability to speak/read Chinese to liaise with Mandarin-speaking clients and review relevant documents.
  • Internal control and internal audit mindset.
  • Detail-oriented and strong communication skills.
  • Ability to multitask and work independently.
Salary Range

S$60,000 - S$80,000 per annum, depending on experience.



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