Wealth Management Middle Office & Data Analytics Specialist

Phillip Capital Inc.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Phillip Securities Pte Ltd, a member of PhillipCapital, is seeking a Wealth Management Support specialist in Singapore to engage with Advisors and Clients across B2B and B2C channels.

You will assist with client onboarding, regulatory compliance, and timely trade submissions, while handling data-driven reports for channel partners. Knowledge of equities and RM products is beneficial; exposure to RPA projects is a plus.

Qualifications

• Independent and able to accomplish tasks with little guidance.
• Well-organised with strong follow-up skills and meticulousness.
• CMFAS 1A, 5, 6 and 8 certifications are a strong advantage.
• Diploma/degree in Finance or related field preferred.

Responsibilities

• Support Wealth Management growth in B2B and B2C channels through active engagement with Advisors and Clients.
• Handle client onboarding requirements and regulatory considerations.
• Assist onboarding and trade submissions in a timely manner.
• Familiar with equities and wealth management products.
• Produce regular and customised analytical reports for Channels and B2B Partners.
• Explore RPA opportunities to automate routine processes and support the team’s learning journey.

Skills

Independent

Organised

Communication

Interpersonal skills

Willing to learn

Education

CMFAS modules 1A, 5, 6, 8

Finance-related degree/diploma

Job description

Phillip Securities Pte Ltd, a member of PhillipCapital, is seeking a Wealth Management Support specialist in Singapore to engage with Advisors and Clients across B2B and B2C channels.

You will assist with client onboarding, regulatory compliance, and timely trade submissions, while handling data-driven reports for channel partners. Knowledge of equities and RM products is beneficial; exposure to RPA projects is a plus.