Business Management Manager, Private Banking

Sourcing Services eFinancialCareers; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Sourcing Services eFinancialCareers in Singapore seeks a seasoned professional to oversee policy formulation, SOP maintenance and process improvements within private banking and wealth management. The role emphasizes governance, risk controls, and operational excellence.

The position requires 5–8 years in financial institutions, strong English and Mandarin, and coordination between Front Office and Operations on daily BAU tasks and global projects.

Qualifications

• Bachelor’s degree in Business Administration, Banking and Finance, or related field.
• 5–8 years of experience in financial institutions, preferably in onboarding/KYC or risk/compliance.
• Fluent in English and Mandarin for cross-border communication.

Responsibilities

• Formulate and maintain internal policies, SOPs, and forms with renewal tracking.
• Improve customer journey through system enhancements and process revamps.
• Post-trade monitoring and cross-border regulatory compliance.
• Coordinate between Front Office and Operations for BAU support.
• Coordinate and implement global projects aligning local business.
• Handle ad-hoc tasks as assigned by PB Head of Business Support.

Skills

managerial

analytical

problem solving

planning & execution

communication

interpersonal

Education

Bachelor’s Degree in Business Administration/Banking and Finance/Accountancy

Job description

Job Responsibilities :

1. Formulate, plan and maintain internal policy, Standard Operating Procedures, manual and application form, including tracking of policies/SOP renew dates, drafting/update/publication of policies/SOP and provide briefing (if required)
2. Improve customer journey with system enhancement, process revamp to improve efficiency such as vendor management, system UAT and implementation, provide training, etc.
3. Post trades monitoring control: post trade transaction and cross border rules
4. Act as a liaison officer between Front Office and Operations in supporting daily BAU process
5. Responsible for co-ordination and implementof global projects relating to the alignment of the local business
6. Ad-hoc assignments as assigned by PB Head of Business Support

Job Requirements :

1. Minimum a Bachelor’s Degree in Business Administration/Banking and Finance/Accountancy or a relevant discipline
2. 5-8 years of experience in financial institutions (Private Banking, wealth management), preferably in the area of Account Onboarding/KYC, Credit application/risk assessment, Risk, Controls and/or Compliance
3. Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan

Skills required: managerial, analytical, problem solving, tasks planning & execution, communication, interpersonal