Project Manager, Digital Client & Advisor Experience

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 100,000 - 130,000; Full time

Job summary

A financial services firm in Singapore is seeking a Project Manager to lead the digital client and advisor experience. The role focuses on architecting a user-friendly digital app that facilitates wealth management. Ideal candidates should have over 8 years in digital product management, experience with mobile apps, and knowledge of implementing security features like Multi-Factor Authentication (MFA). This is a key position that drives both client engagement and product delivery.

Qualifications

• 8+ years of experience in digital product management or transformation leadership within wealth management.
• Proven track record leading delivery of a wealth management mobile app or advisor platform.
• Direct experience with implementing Multi-Factor Authentication (MFA) in financial services.
• Deep understanding of the digital wealth management journey and competitive landscape.

Responsibilities

• Own the end-to-end digital journey for clients and advisors.
• Work across Technology, Compliance, Risk, and Business Management to ensure feasibility and compliance.
• Build and lead a team of product managers and UX/UI designers.

Skills

Digital product management

Wealth management

Cross-functional collaboration

Security implementation

AI/ML concepts

Job description

We are seeking a Project Manager for the Digital Client & Advisor Experience work stream, a pivotal role within our digital transformation program. This individual will be the voice of the client and the advisor, responsible for architecting and delivering the digital app and interface that will become the primary face of the firm’s Wealth Management business.

Your mandate goes beyond aesthetics. You will build a powerful digital engine with logical, intuitive, and robust functionalities for trading, advisory, discretionary portfolio management, and DIY services. A key initial deliverable will be the implementation of a secure and seamless multi-factor authentication (MFA) framework.

The ideal candidate is a strategic product leader with a deep understanding of the wealth management digital footprint. You must bridge two worlds: articulating the needs of our advisors and their clients, while executing on the firm's strategic value proposition. Experience with AI-driven solutions and integrated platform design is highly valued.

Key Responsibilities

• Digital Journey & Product Leadership: Own the end-to-end digital journey for both clients and advisors, from onboarding and authentication to trading, portfolio analysis, and receiving advice.
• Cross-Functional Collaboration & Translation: Work seamlessly across Technology, Compliance, Risk, and the Business Management work stream to ensure the digital experience is feasible, compliant, and aligned with the core infrastructure build.
• Team & Work Stream Management: Build and lead a dedicated team of product managers, UX/UI designers, and business analysts for this work stream. Define clear goals, responsibilities, and deliverables for your team, ensuring alignment with the overall program's milestone plan. Manage the backlog, prioritization, and execution for all client and advisor-facing features.

Qualifications & Experience

• 8+ years of experience in digital product management, digital strategy, or transformation leadership within wealth management or private banking.
• Proven track record of leading the end-to-end delivery of a wealth management mobile app or advisor platform with complex functionalities (trading, portfolios, advice).
• Direct experience with implementing security features like Multi-Factor Authentication (MFA) in a financial services context.
• Deep understanding of the complete digital wealth management journey and competitive landscape.
• Experience working with AI/ML concepts and their practical application in financial digital products is a significant advantage.
• Demonstrated experience in building, mentoring, and leading high-performing product or digital teams.

Competencies & Personal Attributes

• Strategic Product Thinker: You see the digital experience as a core business driver and a product that must deliver tangible value.
• User-Centric A0"Translator": You effortlessly empathize with both end-clients and advisors, translating their needs into technical requirements and vice-versa.
• Cross-Functional Influencer: You build trust and drive consensus across different functions without direct authority.
• Execution-Focused Leader: You are obsessed with shipping high-quality, secure, and functional digital products that users love.
• Business-Minded: You understand that a great UI must be supported by a logical "engine" that enables business flows and delivers on the firm's value proposition.