Wealth Management Operations Specialist

4 days ago


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

KGI SECURITIES (SINGAPORE) PTE. LTD. is seeking an experienced Wealth Management Operations Specialist to join our team in Singapore.

This role offers a competitive salary of SGD 60,000 - 80,000 per annum, depending on experience.

Job Description:

In this role, you will support the project management team and be the contact point to implement the Wealth Management back-office system in Singapore, coordinating system setup, testing, and integration across the different teams involved.

  • Assist the project management team in gathering system requirements from relevant stakeholders, coordinating system implementation, and conducting system testing.

You will manage daily settlement operations for WM products, including trade settlements, payment instructions, and reconciliation once the system is live.

The ideal candidate should have at least 5 years of relevant experience in Wealth Management operations and experience in implementing and UAT of a new system.

Key Requirements:
  • 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 in Chinese.
  • Internal control and internal audit mindset.
  • Detail-oriented and strong communication skills.
About KGI SECURITIES (SINGAPORE) PTE. LTD.

We are a leading financial services company committed to providing excellent service to our clients. If you are looking for a challenging and rewarding career, please apply now.



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