Manager, Onboarding (Insurance Industry, $6.5k) (ID: 712612)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a Senior Onboarding Operations Leader in Singapore to manage the full onboarding lifecycle for Financial Representatives, ensuring timely assessments, reviews, and registrations.

You will liaise with stakeholders, drive cross-functional collaboration with Compliance and IT, coach teams, and steer digitalization initiatives to enhance efficiency and accuracy while upholding high standards.

Qualifications

• Minimum 5–7 years of relevant onboarding/operations experience.
• Strong regulatory and compliance knowledge in financial services.
• Experience in leading, coaching or mentoring teams.

Responsibilities

• Oversee full onboarding lifecycle for new Financial Representatives.
• Coordinate with internal and external stakeholders to ensure timely responses.
• Support daily operations and ensure business continuity.
• Collaborate with Compliance and IT teams to align onboarding with regulatory standards.
• Provide coaching and mentorship to team members.
• Lead process improvements, digitalization, and automation initiatives.
• Spearhead strategic projects with IT and vendors to implement tech-driven solutions.
• Ensure compliance with regulatory, audit, and internal control requirements.

Skills

Leadership

Coaching

Mentoring

Regulatory knowledge

Stakeholder management

Analytical skills

Excel

PowerPoint

Education

Diploma or Degree in Business, Operations Management, or a 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.