AVP, Advisor Operations

Singlife Group; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Singlife is seeking an experienced operations professional to support investment operations and asset management tasks within a fast-paced environment in Singapore. You will handle end-to-end transfer processes, cross-department initiatives, and liaise with custodians, advisors, and vendors to ensure smooth platforms and regulatory compliance.

The role requires a Diploma in a related discipline and 3-5 years’ experience working with unit trusts, high volumes, and multiple systems.

Qualifications

• Diploma in any related discipline.
• 3-5 years of experience in investment operations and/or asset management.
• Experience in high-volume environments with tight turnaround times.
• Proficient with Microsoft Office and multiple operational systems.
• Experience handling cross-department projects.
• Strong attention to detail and ownership.

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

Skills

Investment operations

Asset management

Cross-department projects

Unit trust transfers

Attention to detail

Stakeholder management

Independent

Resilience

Education

Diploma in any related discipline

Tools

Microsoft Office

Job description

Singlife is a leading homegrown financial servicescompany, offering consumers a better way to financial freedom. Throughinnovative, technology-enabled solutions and a wide range of products andservices, Singlife provides consumers coantrol over their financial wellbeingat every stage of their lives.

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

Singlife is the exclusive insurance provider for theMinistry of Defence, Ministry of Home Affairs and Public Officers GroupInsurance Scheme. Singlife is also an official signatory of the United NationsPrinciples for Sustainable Insurance and the United Nations-supportedPrinciples for Responsible Investment, affirming its commitment to finding abetter way to sustainability.

The merger of Aviva Singapore and Singlife was announcedin September 2020 and created one of the largest homegrown financial servicescompanies in Singapore in a deal valued at S$3.2 billion. It was the largestinsurance deal in Singapore at the time. Singlife was subsequently acquired bySumitomo Life in March 2024, one of Japan’s leading life insurers, which valuedSinglife at S$4.6 billion, making the transaction one of the largest insurancedeals in Southeast Asia.

Responsibilities

• Assist manager with cross-department projectssuch as new platform/process development & migration acrossplatforms/custodians
• Perform and oversee end-to-end transferprocesses, including transfer of unit trust holdings across & withinplatforms, settlement monitoring and other transfer-linked activities
• Support firm and advisor maintenance matters onplatforms when required
• Exercise judgement in handling stakeholders’requests, urgent ad hoc tasks, and completing priorities within tight timelineswhile exercising operational accuracy
• Liaise with internal stakeholders, custodians,counterparties and external vendors to resolve queries and provide operationalsupport
• 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 investmentoperations and/or asset management
• Experience in handling high-volume operationalenvironments with tight turnaround timelines
• Proficient in Microsoft Suite and comfortableworking with multiple operational systems.
• Experience in handling cross-department projects
• Knowledge in executing unit trust transfersacross platforms is advantageous
• Strong attention to detail and sense ofownership
• Inquisitive and enjoys dynamic workingenvironment and processes
• Independent, resilient and able to handleescalations professionally