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KGI SECURITIES (SINGAPORE) PTE. LTD.

Wealth Management Operations (1-year Contract)

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  • 4 days ago
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Job Description

In this role, you will be responsible for managing the development of our back-office system capabilities to support our Wealth Management business. You will also act as a project manager to coordinate this system enhancement initiative across the different departments involved in its implementation.

Responsibilities:

  • Gather system requirements from the relevant stakeholders.
  • Work with the relevant stakeholders to implement the system developments as well as conduct end-to-end testing of the system.
  • Establish the relevant SOPs and ensure operational readiness.
  • Review system's functionality with the Product, Operations and Compliance teams.
  • 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.
  • Create standard document templates, including statements and confirmations.
  • Any other ad-hoc duties assigned.

Requirements:

  • 5 years of relevant experience in Wealth Management operations, especially 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.
  • Detail-oriented and strong communication skills.
  • Ability to multitask and work independently.
  • Ability to work in a fast-paced environment.

More Info

Industry:Other

Function:Wealth Management

Job Type:Permanent Job

Skills Required

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Date Posted: 20/11/2024

Job ID: 100936799

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Last Updated: 20-11-2024 06:30:00 PM
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