Serving You Since 1975

Executive, Middle Office

Responsibilities:

  • Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
  • Comfortable and experienced in handling clients from different market segment both retail and corporate.
  • Attend to service enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
  • Experienced and familiar client onboarding requirements and regulations.
  • Support Account onboarding and Trade Submissions in a timely manner.
  • Familiar with equities and wealth management products.
  • 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 if possible.
  • Actively support Team and relevant stakeholders in the RPA learning journey.

Requirements:

  • Independent and able to accomplish tasks with little guidance
  • Ex-financial advisory licensed professionals are welcome to apply.
  • Well-organised, strong follow-up skills and meticulous
  • Certifications in CFMAS modules 1A, 5, 6, and 8 will be a strong advantage
  • Keen to learn new technological skills and knowledge.
  • A recognized diploma/degree in any discipline, preferably in Finance
  • Applicants with at least 3 year of relevant work experience preferred
  • Good communication and interpersonal skills

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)