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Executive Director, Wealth Management Transformation

The Edge Partnership, EA Licence No: 16S8131
Singapore, Singapore
S$300k - S$400k
Closing date
Jun 1, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

• Continually document the existing process flows for Wealth Management operational processes through periodic Map & Measure exercise within Wealth Management Operations.

• Track manual touch points and pain points in the process working together with Operations Work Stream Leads.

• Manage the delivery of Wealth Management Operations projects and initiatives and track central inventory of initiatives that Wealth Management Operations is involved in.

• Build a business case for automation of manual processes and explore various solutions including tactical small automation projects leveraging own or team tech skills.

• Represent the automation ask for Wealth Management Operations team with the Wealth Management Transformation team and continually work for prioritization of automation asks.

• Work with IT partners to track utilization of automation budget for Wealth Management Operations and challenge and critically review alternative solutions and IT effort estimates.

• Work with Wealth Management Operations Head and team leads to track overall operations work effort and develop a model to determine work drivers and assist in proactive resource management.

• Track productivity targets for Wealth Management Operations and ensure delivery of the productivity gains through re-engineering and automation projects.

• Track digital adoption within the team and help drive innovative and paperless processes.

• Help drive a culture change within Wealth Management Operations team to embrace continual process improvement mindset and enable transformation champions within the teams.

• Help Wealth Management Operations establish a proactive internal stakeholder management framework - manage periodic review meetings with internal stakeholders, collate and present materials.


• Minimum 10 to 15 years' experience in BA or Transformation roles with exposure to Wealth Management products and processes.

• Ability to work with a small team and/or in an individual contributor capacity.

• Team player with good interpersonal and communication skills, ability to influence outcomes.

• Ability to work with business and other functional partners, understand business context.

• Comfortable with tight deadlines and pressure.

• Ability to tell the Operations story with the use of MS Office materials as needed.

• Inquisitive, proactive and able to work in a fast-paced environment.

• Track record of being involved in budget tracking, resource and location strategy.

• Ability to deliver tactical small automation initiatives through the use of Python, Share Point, Power BI, or basic Macros or other automation tools such as RPA is an added advantage.

Please contact Sky Koh by emailing your cv directly in word format with job reference no. 9827 to

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License : 16S8131

Recruiter Licence: R22105195

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