Executive, Middle Office

Phillip Capital Inc.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Phillip Securities Pte Ltd, a member of PhillipCapital, is seeking a Wealth Management Support specialist in Singapore to engage with Advisors and Clients across B2B and B2C channels.

You will assist with client onboarding, regulatory compliance, and timely trade submissions, while handling data-driven reports for channel partners. Knowledge of equities and RM products is beneficial; exposure to RPA projects is a plus.

Qualifications

• Independent and able to accomplish tasks with little guidance.
• Well-organised with strong follow-up skills and meticulousness.
• CMFAS 1A, 5, 6 and 8 certifications are a strong advantage.
• Diploma/degree in Finance or related field preferred.

Responsibilities

• Support Wealth Management growth in B2B and B2C channels through active engagement with Advisors and Clients.
• Handle client onboarding requirements and regulatory considerations.
• Assist onboarding and trade submissions in a timely manner.
• Familiar with equities and wealth management products.
• Produce regular and customised analytical reports for Channels and B2B Partners.
• Explore RPA opportunities to automate routine processes and support the team’s learning journey.

Skills

Independent

Organised

Communication

Interpersonal skills

Willing to learn

Education

CMFAS modules 1A, 5, 6, 8

Finance-related 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 CMFAS 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

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)