Wealth Management Operations Officer

Longbridge Singapore; Singapore; On-site; SGD 45,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking detail-oriented candidates for an investment operations role. This position supports the operations of structured products and hedge funds for wealth management clients, requiring a Bachelor’s degree and strong attention to detail. Fresh graduates are encouraged to apply. The role involves trade processing, compliance checks, and collaboration with internal and external stakeholders to enhance workflow efficiency and maintain standards.

Qualifications

• Fresh graduates are welcome.
• Basic understanding of financial markets or fund operations preferred.

Responsibilities

• Assist with trade processing and documentation for structured products and hedge funds.
• Perform daily reconciliations between internal systems and custodians.
• Work closely with Relationship Managers and external service providers.
• Identify opportunities to enhance accuracy and efficiency in workflows.

Skills

Attention to detail

Numeracy skills

Communication skills

Teamwork skills

Willingness to learn

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Tools

Microsoft Excel

MS Office tools

Job description

Job Summary

We are looking for a detail-oriented and motivated individual to join our Wealth Management Operations team. This role supports the end-to-end operations of investment products — including structured products and hedge fund investments — for our wealth management clients. You will help ensure trades are processed accurately, client accounts are maintained properly, and all activities meet internal and regulatory standards.

This is an excellent opportunity for recent graduates or early-career professionals interested in building a career in investment operations within a dynamic wealth management environment.

Key Responsibilities

Transaction Support & Product Administration

• Assist with trade processing and documentation for structured products and hedge funds.
• Maintain accurate client and product data in internal systems.
• Support trade confirmation, settlement, and valuation processes.
• Help manage ongoing investment product lifecycle activities.

Operational Control & Compliance

• Perform daily reconciliations between internal systems, counterparties, and custodians.
• Investigate and follow up on trade breaks or failed settlements.
• Ensure records of positions, cash movements, and valuations are accurate.
• Support internal controls, audits, and regulatory reporting.

Stakeholder Collaboration

• Work closely with Relationship Managers, Product, Finance, and Compliance teams.
• Liaise with fund administrators, custodians, and other external service providers.
• Handle operational inquiries and provide timely support to internal stakeholders.

Process Improvement & System Support

• Identify opportunities to enhance accuracy and efficiency in daily workflows.
• Participate in system enhancement projects, UAT testing, and new product launches.
• Contribute to maintaining and improving standard operating procedures (SOPs).

Requirements & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related discipline.
• Fresh graduates are welcome.
• Basic understanding of financial markets, investment products, or fund operations preferred.
• Strong attention to detail, numeracy skills, and willingness to learn.
• Good communication and teamwork skills.
• Proficient in Microsoft Excel and other MS Office tools; familiarity with investment systems a plus.