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Wealth Support (6 months contract)

1-4 Years
SGD 3,000 - 3,500 per month

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  • Posted a month ago

Job Description

Manulife Investment Management (Singapore) Pte. Ltd. was incorporated in 2007 and is a wholly-owned subsidiary of Manulife. With Singapore being a hub for wealth management in Asia, our principal function is to provide investment management and related services to Manulife Singapore, including the management of the General Accounts, and develop and deliver solutions to institutions, retail and high net-worth clients.


Key responsibilities:

Streamline administrative work:

  • Collaborate with team members to understand their needs and develop automated Excel solutions. Ensure data consistency across multiple linked excel files
  • Ensuring the fund offering documents on Public Website is updated to the latest to avoid any regulatory breach
  • Prepare fund performance reports and peer comparisons
  • Draft ILP fund documents and clear internal stakeholders
  • Assist with fund event logistics
  • Ad-hoc support to both Affiliate Wealth and Sales & Distribution

Unit trust platform management:

  • Guide financial representatives on how to use the iFUNDs Unit Trust platform effectively via face-to-face coaching
  • Troubleshoot and resolve any issues users might encounter on the platform

Qualifications:

  • Relevant qualifications in Business or IT
  • Proficient in Microsoft Excel, including advanced functions such as Power Query, Power Pivot and VBA for automation
  • Basic understanding of financial products, preferably with some knowledge of Unit Trusts
  • Strong problem-solving skills and ability to troubleshoot technical issues
  • Excellent communication skills, both written and verbal
  • Ability to work independently and as part of a team

Preferred Skills:

  • Experience with user support or customer service is a plus
  • Familiarity with other data analysis tools or programming languages (e.g., Python) is advantageous

More Info

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Job ID: 142385225