Lead Private Banking Ops: Wealth Trade Processing

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

REVUP CONSULTING PTE. LTD. is seeking an experienced Private Banking Operations lead to oversee daily activities across wealth management products in Singapore.

The role requires hands-on leadership to guide the team, ensure accurate transaction processing, and maintain strong operational controls. You will manage end-to-end investment processing, reconcile cash and positions, monitor exceptions, and drive process improvements to reduce risk.

Qualifications

• Bachelor degree with 8+ years of relevant private banking or wealth management operations experience.
• Strong knowledge of investment products including bonds, equities, mutual funds, structured products (DCIs/FCNs), structured deposits and private equity funds.
• Prior team leadership or supervisory experience, with the ability to provide hands-on guidance and direction.

Responsibilities

• Lead and oversee daily Private Banking Operations activities, ensuring accurate and timely processing of transactions.
• Provide hands-on leadership and guidance to the operations team, ensuring effective management of daily workflows and operational issues.
• Handle end-to-end investment processing, including trade booking, confirmation, settlement, reconciliation and exception handling across wealth management products.
• Perform reconciliations and controls, including cash, positions and transaction monitoring, and investigate and resolve discrepancies and breaks.
• Process deposits, remittances and asset transfers.
• Handle payment processing activities in SWIFT Alliance, including the release of SWIFT payments.
• Identify and implement process improvements to enhance operational efficiency and reduce operational risks.
• Support ad hoc projects, reporting and other duties as assigned.

Skills

Leadership

Operations management

Financial products knowledge

Team guidance

Education

Bachelor degree

Job description

REVUP CONSULTING PTE. LTD. is seeking an experienced Private Banking Operations lead to oversee daily activities across wealth management products in Singapore.

The role requires hands-on leadership to guide the team, ensure accurate transaction processing, and maintain strong operational controls. You will manage end-to-end investment processing, reconcile cash and positions, monitor exceptions, and drive process improvements to reduce risk.