Middle Office Executive


  • Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
  • Attend to services enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
  • Support Account onboarding and Trade Submissions in a timely manner.
  • Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
  • Discover, Create and Implement RPA processes to automate the team’s routine processes.
  • Actively support Team and relevant stakeholders in the RPA learning journey.


  • A recognized diploma/degree in any discipline, preferably in Finance
  • Certifications in CFMAS modules 1A, 5, 6, and 8 will be an added advantage
  • Intermediate or strong knowledge in UiPath, strong in MS office especially Excel, Power Query and other prevalent technologies for process automation.
  • Applicants with at least 1 year of relevant work experience preferred
  • Good communication and interpersonal skills
  • Independent and able to accomplish tasks with little guidance
  • Well-organised and meticulous