Manager, Wealth Management Operations

2 weeks ago

Central Region, Singapore KGI Securities (Singapore) Pte. Ltd. Full time $90,000 - $120,000 per year

In this role, you will support the project management team and be the contact point to implement the Wealth Management (WM) back-office system in Singapore, coordinating system setup, testing, and integration across the different teams involved. Once the system is operational, you will manage daily settlement operations for WM products, including trade settlements, payment instructions, and reconciliation.

Key Responsibilities:

  • Assist the project management team in gathering system requirements from the relevant stakeholders, coordinating system implementation and conducting system testing.
  • Assist in reviewing the system's functionality with the Product, IT, Compliance and other teams involved.
  • Prepare client data structure for integration, either by transforming the existing data or storing the relevant client data in a compatible format.
  • Gather the coverage and booking model of the SG CorpAct Module for analysis.
  • Establish the 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, once the system is live.
  • Any other ad-hoc duties assigned.

Requirements:

  • 5 years of relevant experience in Wealth Management operations, and experience in implementation and UAT of a new system.
  • Familiarity with Wealth Management business and the 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.
  • Ability to multitask and work independently.
  • Ability to work in a fast-paced environment.

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