AVP, Advisor Operations

Singlife; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

Singlife is a leading homegrown financial services company in Singapore, offering technology-enabled investment and insurance solutions. This role assists the manager with cross-department projects, oversees end-to-end transfer processes for unit trusts, and supports platform maintenance.

A Diploma and 3–5 years in investment operations or asset management are required, with strong attention to detail and stakeholder liaison skills.

Qualifications

• Diploma in a related discipline.
• 3-5 years of relevant experience in investment operations and/or asset management.
• Experience in high-volume environments with tight turnaround timelines.
• Proficient in Microsoft Office and multiple operational systems.
• Experience in cross-department projects.
• Knowledge in executing unit trust transfers across platforms is advantageous.
• Strong attention to detail and sense of ownership.
• Inquisitive and enjoys dynamic working environment and processes.
• Independent and resilient, able to handle escalations professionally.

Responsibilities

• Assist manager with cross-department projects such as new platform/process development & migration across platforms/custodians.
• Perform and oversee end-to-end transfer processes, including transfer of unit trust holdings across & within platforms, settlement monitoring and other transfer-linked activities.
• Support firm and advisor maintenance matters on platforms when required.
• Exercise judgement in handling stakeholders’ requests, urgent ad hoc tasks, and completing priorities within tight timelines while exercising operational accuracy.
• Liaise with internal stakeholders, custodians, counterparties and external vendors to resolve queries and provide operational support.
• Ensure adherence to established procedures, control guidelines, market regulations and compliance framework.

Education

Diploma in related discipline

Job description

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers coantrol over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.

Responsibilities

• Assist manager with cross-department projects such as new platform/process development & migration across platforms/custodians


• Perform and oversee end-to-end transfer processes, including transfer of unit trust holdings across & within platforms, settlement monitoring and other transfer-linked activities


• Support firm and advisor maintenance matters on platforms when required


• Exercise judgement in handling stakeholders’ requests, urgent ad hoc tasks, and completing priorities within tight timelines while exercising operational accuracy


• Liaise with internal stakeholders, custodians, counterparties and external vendors to resolve queries and provide operational support


• Ensure adherence to established procedures, control guidelines, market regulations and compliance framework

Requirements

• Diploma in any related discipline


• 3-5 years of relevant experience in investment operations and/or asset management


• Experience in handling high-volume operational environments with tight turnaround timelines


• Proficient in Microsoft Suite and comfortable working with multiple operational systems.


• Experience in handling cross-department projects


• Knowledge in executing unit trust transfers across platforms is advantageous


• Strong attention to detail and sense of ownership


• Inquisitive and enjoys dynamic working environment and processes


• Independent, resilient and able to handle escalations professionally