Executive, Middle Office

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

Job summary

PhillipCapital is seeking a proactive Wealth Management support professional in Singapore to drive growth across B2B and B2C channels. You will engage with Advisors and Clients, assist with onboarding, and respond to service enquiries on the B2B FAME platform while collecting feedback for enhancements.

The role requires familiarity with equities and wealth management products, strong communication, and the ability to work independently with minimal guidance.

Qualifications

• Diploma/degree in Finance or related field.
• At least 3 years of relevant work experience.
• Strong communication and interpersonal skills.

Responsibilities

• Support Wealth Management Growth in B2B and B2C channels through active engagement with Advisors/Clients.
• Handle clients from different market segments, both retail and corporate.
• Attend to service enquiries on B2B FAME platform and collect feedback for platform enhancements.
• Onboard clients in compliance with onboarding requirements and regulations.
• Support account onboarding and trade submissions in a timely manner.
• Familiar with equities and wealth management products.
• Generate regular and customised analytical reports for Channels and B2B Partners.
• Discover, Create and Implement RPA processes to automate routine tasks.
• Actively support the RPA learning journey for the team.

Skills

Independent

Well-organised

Strong follow-up

Meticulous

Excellent communication

Education

Finance degree/diploma

Job description

• Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
• Comfortable and experienced in handling clients from different market segment both retail and corporate.
• Attend to service enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
• Experienced and familiar client onboarding requirements and regulations.
• Support Account onboarding and Trade Submissions in a timely manner.
• Familiar with equities and wealth management products.
• Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
• Discover, Create and Implement RPA processes to automate the team’s routine processes if possible.
• Actively support Team and relevant stakeholders in the RPA learning journey.

Requirements:

• Independent and able to accomplish tasks with little guidance
• Well-organised, strong follow-up skills and meticulous
• Certifications in CFMAS modules 1A, 5, 6, and 8 will be a strong advantage
• Keen to learn new technological skills and knowledge.
• A recognized diploma/degree in any discipline, preferably in Finance
• Applicants with at least 3 year of relevant work experience preferred
• Good communication and interpersonal skills