Onboarding & Process Improvement Lead (Financial Services)

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

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.