Operations Analyst (Banking) @Jurong

PERSOL; Singapore; On-site; SGD 36,000 - 51,000; Part time

Job summary

PERSOL in Singapore is seeking a proactive professional to support end-to-end account migration and asset transfer operations. The role covers preparation, validation, execution and post-migration follow-up to ensure smooth client transitions.

The candidate will review outward transfer requests, coordinate with internal teams and external parties, and maintain accurate records for audit and settlement timelines. A banking/financial services background and strong Excel skills are needed.

Qualifications

• 1–2 years of experience in banking operations, securities operations, investment operations or financial services.
• Fresh graduates with relevant internship experience may also be considered.
• Basic understanding of securities transfers, asset transfers, account migration, settlements or custody operations.

Responsibilities

• Support end-to-end account migration and transfer-out activities, including preparation, validation, execution and post-migration follow-up.
• Process account closures and suspensions in accordance with migration requirements and client consent status.
• Review and process outward securities/share transfer requests with complete supporting documents.
• Coordinate with internal BUs and stakeholders to obtain approvals and facilitate timely processing.
• Perform securities earmarking in the system and maintain accurate records of reserved holdings.
• Liaise with clients, brokers, agents, custodians and counterparties to confirm settlement details and resolve operational queries.
• Prepare and submit transfer instructions to custodians, ensuring compliance with service standards and settlement timelines.
• Monitor transfer progress, follow up on outstanding items and verify settlements against custodian reports.
• Ensure client holdings and account records are updated after successful transfers.

Skills

Banking operations experience

Microsoft Excel

Education

Diploma or Degree in Banking, Finance, Business Administration, Accounting or related

Tools

Microsoft Excel

Job description

Location: Jurong, Singapore

Contract: 9-months

Key Responsibilities

Account Migration & Asset Transfer Operations

• Support end-to-end account migration and transfer‑out activities, including preparation, validation, execution and post‑migration follow‑up.
• Process account closures and suspensions in accordance with migration requirements and client consent status.
• Review and process outward securities/share transfer requests, ensuring all supporting documents are complete and properly verified.
• Coordinate with internal Business Units (BUs) and relevant stakeholders to obtain approvals and facilitate timely processing.
• Perform securities earmarking in the system and maintain accurate records of reserved holdings.
• Liaise with clients, brokers, agents, custodians and counterparties to confirm settlement details and resolve operational queries.
• Prepare and submit transfer instructions to custodians, ensuring compliance with service standards and settlement timelines.
• Monitor transfer progress, follow up on outstanding items and verify successful settlements against custodian reports.
• Ensure client holdings and account records are accurately updated following successful transfers.
• Issue transfer completion notifications and maintain proper operational records, trackers and audit documentation.

Job Requirements

• Diploma or Degree in Banking, Finance, Business Administration, Accounting or a related discipline.
• 1–2 years of experience in banking operations, securities operations, investment operations or financial services. Fresh graduates with relevant internship experience may also be considered.
• Basic understanding of securities transfers, asset transfers, account migration, settlements or custody operations will be an advantage.
• Good knowledge of Microsoft Office, particularly Excel, for data tracking and operational reporting.