Manager, Onboarding (Insurance Industry, $6.5k) (ID: 712162)

PERSOL Singapore; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

PERSOL Singapore is seeking an experienced onboarding lead to manage the full onboarding lifecycle for Financial Representatives, ensuring timely assessments, documentation, and registration completion.

You will coordinate with Compliance and Operations, coach team members, drive process improvements, and implement technology-driven solutions to ensure compliant, efficient onboarding.

Qualifications

• Diploma or degree in business, operations management, or a related field.
• 5–7 years in onboarding/operations in financial services.
• Experience leading and mentoring teams.
• Strong regulatory/compliance knowledge for financial services.
• Proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Manage full onboarding lifecycle for new Financial Representatives.
• Serve as liaison to internal and external stakeholders.
• Support daily operations and ensure business continuity.
• Collaborate with Compliance and Operations to align onboarding.
• Provide coaching to team members to foster high performance.
• Lead process improvement, digitalization, and automation initiatives.
• Drive system enhancements with IT, vendors, and stakeholders.
• Ensure regulatory and internal controls compliance throughout onboarding.

Skills

Stakeholder management

Leadership coaching

Regulatory compliance

Project management

Analytical thinking

Problem solving

Attention to detail

Communication skills

Process improvement

Adaptability

Education

Diploma or Degree in Business/Operations Management or related field

Tools

Excel

Word

PowerPoint

Job description

Responsibilities:

• Manage the full onboarding lifecycle for new Financial Representatives , ensuring the timely completion of assessments, documentation reviews, and registration requirements.
• Act as the primary liaison for both internal and external stakeholders, addressing inquiries, resolving issues, and ensuring effective communication.
• Support daily operations and assist in oversight responsibilities to guarantee business continuity and effective workload distribution.
• Collaborate with cross-functional teams, including Compliance and Operations, to align onboarding processes with business objectives and regulatory standards.
• Provide coaching and support to team members, fostering a high-performance, collaborative, and service-oriented environment.
• Lead initiatives for process enhancement, digitalization, and automation to improve operational efficiency and streamline the onboarding experience.
• Spearhead strategic projects and system enhancements in partnership with IT teams, vendors, and business stakeholders to implement technology-driven solutions.
• Ensure compliance with all regulatory, audit, and internal control requirements by maintaining the highest accuracy and quality standards throughout the onboarding process.

Requirements:

• Possess a Diploma or Degree in Business, Operations Management, or a related field.
• Minimum of 5-7 years of relevant experience in onboarding, operations, or the financial services sector.
• Demonstrated experience in leading, coaching, or mentoring team members.
• Strong understanding of regulatory and compliance frameworks applicable to the financial services industry.
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Strong analytical, problem-solving, organizational, and stakeholder management skills.
• Meticulous and detail-oriented, with the ability to manage multiple priorities effectively.
• High level of integrity, accountability, and professionalism, with a collaborative mindset.
• Proactive and adaptable, with a commitment to process improvement and embracing change.
• Experience in project management or working with IT teams and external vendors is preferred.

We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 | PERSOL Singapore Pte Ltd