Digital Wealth Platform Enablement Lead

PhillipCapital; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

PhillipCapital Singapore is seeking a seasoned Business User Support professional to help grow and continuously improve our digital wealth and advisory platforms. You will serve advisers and internal stakeholders as the first contact for system inquiries, guide users on features, and coordinate issue resolution with cross-functional teams.

You will gather requirements, document user stories, and drive enhancements from conception to post-launch.

Qualifications

• Diploma or Bachelor's Degree in Business, Finance, Information Systems, Banking & Finance, Computer Science, or related disciplines.
• Experience in business support, system implementation, business analysis, project coordination, financial services, or wealth management environments.
• Strong communication, presentation, stakeholder management, and problem-solving skills.
• Ability to conduct both physical and virtual training sessions confidently.
• Familiarity with UAT, Agile methodologies, and system enhancement projects is an advantage.

Responsibilities

• Serve as the first point of contact for advisers and internal stakeholders on system enquiries, processes, and functionality.
• Investigate, troubleshoot, and coordinate the resolution of system-related issues with relevant teams.
• Provide guidance and support to users on platform features and business workflows.
• Gather feedback, enhancement requests, and business requirements from advisers, relationship managers, and operational teams.
• Analyse business processes and identify opportunities to improve user experience, productivity, and operational efficiency.
• Document business requirements, user stories, workflows, and functional specifications.
• Drive enhancement initiatives from requirement gathering through implementation and post-launch support.
• Work closely with business users, developers, vendors, and project stakeholders to ensure successful delivery of enhancements.
• Support User Acceptance Testing (UAT), defect management, deployment activities, and release validation.
• Track enhancement progress and provide regular status updates to stakeholders.
• Conduct system training sessions for advisers, relationship managers, and internal staff.
• Organise and facilitate monthly system update briefings to showcase new features, enhancements, and process changes.
• Deliver training through both physical classroom sessions and online platforms such as Microsoft Teams.
• Prepare training materials, user guides, release notes, and knowledge base documentation.
• Promote user adoption and increase awareness of available platform capabilities and digital initiatives.
• Build and maintain strong relationships with advisers and business stakeholders.
• Act as a liaison between business users and technology teams to ensure user needs are understood and addressed.
• Gather feedback from training and engagement sessions and translate insights into future enhancement opportunities.
• Monitor system usage, user feedback, and operational challenges to identify areas for improvement.
• Recommend process optimisation and automation opportunities.
• Support the rollout of new digital services, features, and business initiatives.

Skills

Business support

System implementation

Business analysis

Project coordination

Wealth management

Financial services

Stakeholder management

Education

Diploma or Bachelor's Degree in Business/Finance/IS/CS

Tools

Microsoft Teams

Job description

PhillipCapital Singapore is seeking a seasoned Business User Support professional to help grow and continuously improve our digital wealth and advisory platforms. You will serve advisers and internal stakeholders as the first contact for system inquiries, guide users on features, and coordinate issue resolution with cross-functional teams.

You will gather requirements, document user stories, and drive enhancements from conception to post-launch.