Investment & Wealth Management Operations Specialist - Geylang
VAST STARS CAPITAL PTE. LTD. Geylang Full-time
Job Description:
We are looking for an experienced Investment & Wealth Management Operations Specialist to drive the growth and optimization of our financial products. The ideal candidate will have deep expertise in investment operations, wealth management strategies, and financial product lifecycle management.
We are looking for an experienced Investment & Wealth Management Operations Specialist to drive the growth and optimization of our financial products. The ideal candidate will have deep expertise in investment operations, wealth management strategies, and financial product lifecycle management.
This role requires a strong understanding of CeFi and DeFi investment products, risk assessment, and data-driven decision-making to enhance user engagement and maximize assets under management (AUM).
Key Responsibilities:
Investment Product Operations & Strategy- Oversee the end-to-end management of wealth management products, including structured investments, fixed-term deposits, flexible savings, and yield aggregation solutions.
- Develop and implement operational strategies to optimize investment product performance and enhance user retention.
- Analyze investment product performance metrics and refine strategies to improve asset growth and user experience.
- Design and execute targeted user acquisition and engagement strategies to increase the adoption of investment products.
- Collaborate with marketing, growth, and product teams to develop promotional campaigns and increase AUM.
- Leverage data analytics to personalize investment experiences and improve conversion rates.
- Work closely with risk and compliance teams to ensure regulatory compliance for all investment and wealth management products.
- Monitor market trends and assess investment risks to optimize portfolio allocation strategies.
- Develop and refine policies to maintain asset security and mitigate financial risks.
- Utilize market research and user data analytics to identify investment trends and improve product offerings.
- Conduct competitive analysis to benchmark product performance and recommend optimizations.
- Provide strategic insights to product and development teams for continuous investment product innovation.
- Partner with internal teams, including product, technology, compliance, and marketing, to drive seamless execution of investment products.
- Lead educational initiatives to enhance user understanding of wealth management and investment opportunities.
- Work with branding and communications teams to effectively position investment products in the market.
Requirements:
- Bachelor's degree or higher in Finance, Economics, Business Management, or a related field.
- 5+ years of experience in financial services, fintech, or cryptocurrency investment operations.
- Strong knowledge of CeFi and DeFi investment strategies, digital asset management, and financial risk assessment.
- Proven ability to develop and execute user engagement strategies to drive AUM growth.
- Proficiency in data analysis and financial modeling for investment product optimization.
- Strong communication and collaboration skills, with experience working in cross-functional teams.
- Bilingual proficiency in English and Mandarin is preferred, given the international nature of the role.
Preferred Qualifications:
- Experience with blockchain technology, Web3 financial services, and decentralized finance (DeFi) platforms.
- Familiarity with financial regulations and compliance in cryptocurrency and digital asset investments.
- Passion for fintech innovation and digital wealth management solutions.
PERSOLKELLY SINGAPORE PTE. LTD.Geylang
bilingual skills.
Qualifications
• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor degree in relevant majors, preferably an MBA degree...
Invictus AdvisoryGeylang
for professional development and career advancement in financial services.
Responsibilities:
Excellent client service
Advisory services on day to day basis
Providing one stop advisory to clients through offering suitable wealth management solutions...
Singapore River, 7 km from Geylang
week, branch hours)
• Potential earnings: Competitive base salary, along with performance-based incentives
about the Job:
This is a client-facing sales position within a branch, where you will focus on:
• Engaging with, prospecting, and managing...