BD Operations Specialist - Wealth & Asset Management

PricewaterhouseCoopers; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

PwC Singapore's Asset and Wealth Managed Services (AWMS) team is seeking a driven Operations professional to maintain CRM records, generate pipeline reports and help coordinate proposals, onboarding and contracting activities.

You will work with cross-functional stakeholders, ensuring data quality, timely updates and accurate dashboards while leveraging Excel, PowerPoint, SharePoint and Salesforce. A background in professional or financial services is valued.

Qualifications

• A bachelor’s degree in business, finance, accounting, information systems or another relevant discipline.
• 3 to 4 years’ experience in business development operations and support, CRM administration, proposal coordination, client onboarding or a related role.
• Experience in professional services, financial services, asset management, wealth management, fund administration or another regulated environment would be advantageous.
• Strong attention to detail and organisation, with the ability to prioritise and deliver high-quality work within tight deadlines.
• A proactive and resourceful self-starter who takes ownership, navigates ambiguity and follows through.
• Strong stakeholder skills and an improvement-focused mindset, with the curiosity and drive to find practical solutions and better ways of working.
• Proficient in Excel and PowerPoint, with experience using SharePoint, Teams and a CRM such as Salesforce.
• Exposure to Power BI, Power Automate or similar reporting and workflow tools is an advantage.
• Sound judgement when handling client and business information.

Responsibilities

• Maintain accurate CRM, opportunity, pipeline and client records.
• Prepare clear pipeline reports, forecasts and management dashboards.
• Coordinate proposals, credentials, approvals, timelines and follow-ups.
• Support contracting and onboarding through organised checklists, action logs and document control.
• Track dependencies, highlight delays and coordinate stakeholders to keep activities moving.
• Improve recurring workflows, reporting and data quality using approved tools.

Skills

CRM administration

Proposals coordination

Client onboarding

Data quality

Stakeholder management

Attention to detail

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in business/finance/accounting/information systems

Tools

Salesforce

Power BI

Power Automate

SharePoint

Teams

Excel

PowerPoint

Job description

PwC Singapore's Asset and Wealth Managed Services (AWMS) team is seeking a driven Operations professional to maintain CRM records, generate pipeline reports and help coordinate proposals, onboarding and contracting activities.

You will work with cross-functional stakeholders, ensuring data quality, timely updates and accurate dashboards while leveraging Excel, PowerPoint, SharePoint and Salesforce. A background in professional or financial services is valued.