Head of Wealth Management Operations

Longbridge Singapore; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

A financial services institution in Singapore is seeking a Head of Wealth Management Operations. This strategic role involves overseeing operational processes, ensuring compliance, and enhancing efficiency within the Wealth Management sector. The ideal candidate has a degree in Finance or Business, with over 5 years of relevant experience in operations, particularly in wealth management or brokerage. Strong analytical, problem-solving, and communication skills are necessary for success in this position.

Qualifications

• Minimum 5 years of experience in wealth management or brokerage operations.
• Proven experience in designing and implementing operational processes.
• Strong exposure to dealing, settlement, and finance functions.

Responsibilities

• Lead the design and implementation of operational processes for Wealth Management.
• Oversee daily operational activities ensuring compliance with procedures.
• Continuously enhance operational workflows for better efficiency.

Skills

Process improvement

Analytical skills

Stakeholder management

Communication

Problem-solving

Education

Bachelor's degree in Finance or Business

Job description

About the Role

We are seeking an experienced and strategic Head of Wealth Management Operations to design, implement, and oversee all operational processes supporting our Wealth Management business line. This role is pivotal in ensuring the smooth execution of day-to-day operations across dealing, settlement, and finance functions, while maintaining strong governance, compliance, and operational excellence.

The role will work closely with cross‑functional teams to define end‑to‑end operational frameworks, drive process efficiency, and support the continued growth and scalability of the Wealth Management business.

Key Responsibilities

Operational Design & Implementation

• Lead the design and implementation of operational processes and frameworks for the Wealth Management business.
• Define procedures, workflows, and control standards covering dealing, settlement, finance, and related functions.
• Ensure processes are scalable, efficient, and aligned with business objectives and regulatory expectations.

Operational Oversight & Governance

• Oversee and guide the execution of daily operational activities performed by the dealing, settlement, and finance teams, ensuring they operate in accordance with the Wealth Management Operations’ defined procedures.
• Establish and maintain governance and control mechanisms to monitor operational performance and risk.

Process Improvement & Automation

• Continuously review and enhance operational workflows to improve efficiency, accuracy, and scalability.
• Partner with Product and Technology teams to drive automation and digitalization of key processes.

Regulatory Compliance & Risk Management

• Collaborate closely with the Compliance team to ensure that all operations adhere to internal policies, regulatory standards, and industry best practices.
• Strengthen operational risk management through effective controls, documentation, and incident management.

Stakeholder Collaboration

• Work in partnership with Front Office, Product Development, Finance, Compliance, and Technology teams to ensure operational readiness for new product launches and business initiatives.
• Act as the key point of contact for all operational matters relating to the Wealth Management business line.

Performance Management

• Define and track operational KPIs, reporting dashboards, and control metrics to monitor process performance.
• Identify and resolve operational bottlenecks or risks proactively.

Requirements

• Bachelor’s degree in Finance or Business; other disciplines with relevant experience are welcome as well.
• Minimum 5 years of experience in wealth management or brokerage operations, with strong exposure to dealing, settlement, and finance functions.
• Proven experience in designing and implementing end-to-end operational processes and control frameworks.
• Deep understanding of financial products (equities, funds, bonds, structured products, etc.) and their operational lifecycle.
• Track record in driving process improvement and automation initiatives, working experience in a fintech environment is a strong plus.
• Strategic thinker with strong analytical, organizational, and problem‑solving skills.
• Excellent communication and stakeholder management abilities.