Wealth Middle Office: Assistant Manager, Onboarding

JAC Recruitment; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

Our client in Singapore, a wealth advisory and financial services firm, seeks an experienced Assistant Manager / Manager, Middle Office to support onboarding, documentation, and stakeholder coordination.

This role suits a highly organised professional with client-facing experience, strong MS Office skills, and the RNF licence with MAS, offering opportunities in client servicing, business support, and development.

Formación

• Diploma or Degree in Business, Finance, Banking, Marketing, or a related discipline.
• Minimum 3 years of experience in middle office, client servicing, sales support, business support, insurance operations, or a related function.
• Prior exposure to insurance, wealth management, private banking, financial advisory, or financial services environments is highly advantageous.
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent interpersonal and communication skills.
• High attention to detail and strong administrative capabilities.
• Proficient in Microsoft Office applications, particularly PowerPoint and Excel.
• Professional, proactive, and able to handle confidential information with discretion.

Responsabilidades

• Prepare professional presentation materials for client meetings, business reviews, and stakeholder engagements.
• Develop clear and visually impactful comparisons, illustrations, and financial projections to support client discussions.
• Assist advisers and management with ad hoc reporting and business presentations.

Conocimientos

Organisational skills

Interpersonal skills

Communication skills

Attention to detail

Discretion

Educación

Diploma or Degree in Business, Finance, Banking, Marketing, or related discipline

Herramientas

Microsoft Excel

Microsoft PowerPoint

Descripción del empleo

Our client in Singapore, a wealth advisory and financial services firm, seeks an experienced Assistant Manager / Manager, Middle Office to support onboarding, documentation, and stakeholder coordination.

This role suits a highly organised professional with client-facing experience, strong MS Office skills, and the RNF licence with MAS, offering opportunities in client servicing, business support, and development.