Manager, Wealth Management Operations

4 days ago


Singapur, Singapore KGI Singapore Full time

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. 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. Seniority level Mid-Senior level Employment type Full-time Job function Other #J-18808-Ljbffr


  • APEX WEALTH MANAGER

    7 days ago


    Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full time

    Overview Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...


  • Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full time

    Job Description APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...


  • Singapur, Singapore WEALTH ASIA LLP Full time

    You will participate in wealth management, sales and marketing activities, and receive training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and provide excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets,...

  • Wealth Managers

    7 days ago


    Singapur, Singapore Wealth Asia LLP Full time

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...


  • Singapur, Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...


  • Singapur, Singapore St. James's Place Wealth Management Full time

    A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance. Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and...


  • Singapur, Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    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...

  • Wealth Planner

    7 days ago


    Singapur, Singapore Alpha Wealth Financial Advisers Full time

    5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...


  • Singapur, Singapore Wellington Management Company Full time

    Head of APAC Wealth Management Apply Locations: Central Singapore, Singapore Time Type: Full Time Posted On: Posted 3 Days Ago Job Requisition ID: R91220 About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return...


  • Singapur, Singapore Goldman Sachs Full time

    Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Get AI-powered advice on this job and more...