Engage Specialist (12-month contract)

Wealth Management Operations role, handling account maintenance, and client lifecycle activities. Up to SGD5K

Your new company
You will be joining a leading global financial institution with a strong presence in wealth management. The organisation is known for its collaborative culture, operational excellence, and commitment to delivering high-quality client service while maintaining strong regulatory and risk standards.

Your new role

• Support account maintenance and Account Structure Changes (ASC) activities.
• Review and process client documentation and data updates with a high level of accuracy.
• Ensure client records and account information are maintained in accordance with internal policies and procedures.
• Work closely with Front Office teams to follow up on requirements and resolve operational queries.
• Handle urgent and time-sensitive requests in a fast-paced environment.
• Support client lifecycle activities and operational processes across wealth management accounts.
• Perform documentation validation and operational checks to ensure data integrity and completeness.

What you'll need to succeed

• Minimum 1 year of banking experience in operations, account opening, account maintenance, static data, or related functions.
• Experience handling client documentation, data processing, and account-related activities.
• Strong attention to detail with the ability to maintain accuracy under tight timelines.
• Comfortable working in a high-volume, process-driven environment.
• Strong communication and stakeholder management skills, particularly when working with Front Office teams.
• Ability to prioritise tasks and manage urgent requests effectively.
• Proficiency in English and Mandarin to support international and mainland China markets.
• Only Singaporeans.

What you'll get in return

• Opportunity to gain experience with a leading global financial institution.
• Exposure to wealth management operations, client lifecycle processes, and account maintenance activities.
• Hands-on involvement in Account Structure Changes (ASC) and client data management.
• Collaborative and professional working environment.
• Opportunity to work closely with Front Office and key business stakeholders.
• Excellent platform for candidates looking to further develop their career in banking operations and wealth management.
• Valuable exposure to complex operational processes within an international banking environment.

What you need to do now
If you're interested in this role, click Apply Now to submit an up‑to‑date copy of your CV.
If this role isn't quite right for you, but you know someone who would be a good fit, feel free to refer them.

This job posting is being managed on behalf of Wilfred Lam.
Registration Number: R22108531, Company Registration ID number: 200609504D, EA License Number: 07C3924