Operations Specialist, Wealth Management Permanent

Who we’re looking for

The Operations Specialist is a contributing member of the Operations team within Singapore Wealth Management, with a focus on the day-to-day operational processes of a merchant bank.

About Schroders

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 4,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base
Singapore

What you’ll do

• Handle daily and monthly cash and position reconciliation between core system and third-party custodian
• Assist in regular report consolidation including performance reporting
• Working closely with Client Advisory Team to manage client onboarding with third party custodian and ensure ongoing documentation update to third-party custodian
• Provide operational support to implementation funds
• Managing and maintaining MIS database, keeping records of all transaction activity up to date
• Coordinate legal agreement signing and ensure regular review of agreement is done
• Conduct regular due diligence on third-party custodian and insurance brokers
• Review new third-party custodian request from Client Advisory Team
• Develop and implement an effective governance and controls framework encompassing policies and procedures, timely and appropriate management information, and reporting
• Drive process improvements for productivity and quality enhancements; design and execute various strategic initiatives/projects to enhance business efficiency and growth
• Partner with internal stakeholders to drive operational excellence
• All other administrative matters

The knowledge, experience and qualifications you need

• • Experience of handling daily and monthly cash and position reconciliation between core system and third-party custodian
  • At least 2 years of experience in family office (wealth management) or private banking
  • Bachelor’s degree or equivalent in Economics, Finance, Accounting, Business
  • Strong grasp of Excel, including exposure to VBA and/or Macros

What you’ll be like

• • Self-driven and strong analytically with an eye for details
  • Ability to manage multiple stakeholders – authorities, regulators, service providers
  • Excellent communication skills
  • Able to multi-task well

We’re looking for the best, whoever they are

Schroders is an equal opportunities employer. You’re welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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