Assistant Manager/ Executive Business Development (PSPL)

Job Purpose

Support the growth, adoption and continuous improvement of the company's digital wealth and advisory platforms. The role serves as a key link between advisers, business stakeholders and technology teams by providing first-line business support, gathering requirements and user feedback, coordinating system enhancements, supporting project delivery and UAT, and driving user training and adoption.

Key Responsibilities

1. Business User Support

• Serve as the first point of contact for advisers and internal stakeholders on system enquiries, business processes and platform functionality.
• Investigate and troubleshoot system-related issues and coordinate with relevant business and technology teams for resolution.
• Provide guidance to users on platform features, workflows and operational processes.
• Identify recurring user issues and recommend system or process improvements.

2. Training & User Adoption

• Conduct system training for advisers, relationship managers and internal staff.
• Organise and facilitate monthly system update sessions covering new features, enhancements and process changes.
• Deliver training through physical classroom sessions and virtual platforms such as Microsoft Teams.
• Prepare user guides, training materials, release notes, FAQs and knowledge base documentation.
• Promote awareness and adoption of available digital capabilities and newly launched features.
• Gather feedback from training sessions to identify usability issues and future enhancement opportunities.

3. Business Requirements & System Enhancements

• Gather and document business requirements from advisers and stakeholders.
• Translate business needs and operational challenges into clear enhancement requirements for technology teams.
• Work with stakeholders to review proposed solutions, workflows and system changes.
• Coordinate User Acceptance Testing (UAT), including preparation of test scenarios, tracking of issues and validation of fixes.
• Support business sign-off and implementation of approved system enhancements.
• Maintain visibility of enhancement requests and follow up on their progress with relevant stakeholders.

4. Project & Digital Initiative Support

• Support the implementation and rollout of digital wealth, advisory and business system initiatives.
• Coordinate activities between business users, technology teams and other project stakeholders.
• Participate in requirement discussions, solution reviews, testing, implementation and post-launch support.
• Support change management and communication for new system capabilities.
• Monitor post-implementation feedback and identify further improvement opportunities.

5. Communication & Relationship Management

• Build and maintain strong working relationships with advisers, business stakeholders and technology teams.
• Act as the bridge between business users and technology teams to ensure business requirements and user concerns are clearly understood.
• Conduct regular engagement with users to understand operational challenges and improvement opportunities.
• Communicate system updates, known issues, enhancements and upcoming changes clearly to stakeholders.

6. Continuous Improvement

• Monitor system usage, user feedback and operational challenges to identify improvement opportunities.
• Recommend process optimisation, digitalisation and automation opportunities.
• Identify repetitive or manual processes that can potentially be streamlined through system enhancements.
• Support continuous improvement of the overall adviser and user experience.
• Contribute ideas for new digital services and capabilities that improve business productivity and operational efficiency.

Requirements

• Diploma or Bachelor's Degree in Business, Finance, Banking & Finance, Information Systems, Computer Science or a related discipline.
• Experience in business support, business analysis, system implementation, project coordination, financial services or wealth management is preferred.
• Comfortable communicating and working with both business users and technology teams.
• Strong communication, presentation, stakeholder management and problem-solving skills.
• Ability to conduct both physical and virtual training confidently.
• Good documentation and organisational skills.
• Familiarity with UAT, Agile delivery and system enhancement projects is an advantage.
• Knowledge or experience in wealth management, financial advisory, investment platforms or digital financial services would be an advantage.