Total 1,377 Finance / Banking / Insurance job vacancies in Regency Park

Job Description

• Responsible for engaging customers flagged by the anti-fraud system and managing end-to-end case handling.
• Leverage data insights to support the development and enhancement of anti-fraud business rules in compliance with regulatory requirements.
• Conduct quality assurance checks on FAA-related documentation to ensure accuracy, completeness, and regulatory compliance.
• Manage customer complaints with professionalism, ensuring timely investigation and resolution.
• Work closely with cross-functional teams to investigate, escalate, and follow up on anti-fraud cases.
• Prepare relevant business data and submission materials.
• Support additional duties and projects as assigned.

Job Requirement

• Bachelor’s degree or above with at least 1 year of relevant experience in wealth banking, anti-scam/fraud prevention, or customer service operations.
• Good understanding of wealth management products, banking operations, and FAA/MAS regulatory guidelines
• Strong communication skills in English and Mandarin, able to engage confidently with Mandarin-speaking customers
• Comfortable handling challenging conversations and sensitive customer situations
• Strong attention to detail with a high level of accuracy in document review and compliance checks
• Analytical mindset with curiosity to identify patterns, risks, and anomalies
• Proficient in Microsoft Excel and able to manage multiple priorities in a fast-paced environment

• Collate and manage all the details regarding the application for the assigned business vertical– information could span from details of systems interfacing, content of the various data being posted, data held within the application etc.

• Support user community on business queries and guidance on better usage of the system on daily BAU activities.

• Clear understanding the scope of the project, the changes associated and support the Project Manager in impact assessment. Clearly document the rationale for projects where no impact is assessed.

• For project where there is an impact, play a governance role in ensuring that the design (in terms of the level of information required from source to core processing is aligned with the strategic data flow strategy.

• Collate and rationalise all stakeholders’ requirements and walkthrough these requirements with team

• Actively partnering with the team in the solutioning process to ensure that the business solutions being implemented are thought through from a long term, standardization, design for no operations, front-end configuration perspective.

• Assess and propose appropriate testing approach and sign off criteria to stakeholders and get concurrence.

• Overall UAT management in terms of UAT timeline, batch run/ re-run and managing the tester’s testing result.

• Prepare proper documentation on the data flow, design, business solutioning and testing approach in accordance with predefined template.

• Securities Operations in Banking environment and project management knowledge.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)

Reporting Line            Client Services Director
Title          Executive/ Associate
Place of work             Singapore
Deputy                      Trust Manager

RESPONSIBILITIES

Seeking a Trust Officer to join a growing team. Ideally the successful candidate will be someone whom has commenced or is keen to commence the STEP qualification, brings 3 - 5years of trust/company administration experience and is confident to accompany Trust Managers or his/her Team Head to Client Meetings.

–        Management, supervision and coordination of daily administration of trusts and companies including taking full mandate responsibility

–        Maintaining and developing personal contact with clients, advisors and other related parties

–        Upon scripting of appropriate trustee resolutions/company minutes, taking fiduciary decisions on the mandates assigned, within Company guidelines

–        Co-ordination of mandate specific transactions with bankers, lawyers, accountants, agents and/or consultants

–        Administrative overview and control of mandates assigned including financial, accounting and database reviews

–        Technical support of more junior team members

REQUIREMENTS

–        Distinctly reliable and precise, conscientious and professional
–        Client handling skills, excellent demeanour
–        Capable of problem-solving and acting independently
–        Able to establish priorities and with strong organisational skill
–        Flexible in the work organisation
–        Capable of multitasking with high quality standards
–        Commercial training/experience, ideally in the banking, fiduciary or legal area
–        3 – 5 years of experience in the administration of trust or corporate structures – or equivalent transferrable skills
–        Member or in the process of passing exams for the membership of STEP
–        Fluency in English; any other language a plus
–        Fully computer literate(MS Office)
–        Professional, diplomatic, helpful, co-operative team player
–        Absolute discretion and loyalty. High ethical standards.
–        Knowledge of multi asset class investments is preferred (although not essential as training will be provided)

Main Purpose of Job:

To manage a team of Investment Analysts within the Asia Portfolio Management Team and to assist and lead elements of portfolio monitoring and construction across the suite of the AME investment proposition, which includes multi-asset fund-of-funds, discretionary and advisory model portfolios, and regular savings plans, across multiple currencies. The job holder is expected to:

• Lead and proactively evolve key processes that are foundational to the AME investment decision making.
• Deliver accurate and insightful analysis to improve understanding of existing positioning and to identify opportunities in pursuit of leading client outcomes.
• Support regular monitoring and commentary to deliver high quality reporting that is tailored to the end user, be it investment committees, senior management, the Partnership, or clients.
• Support the creation of evidence-based proposals for changes to portfolio positioning.

Key Responsibilities of the Job:

• Lead and support elements of the monitoring, design and change of the SJP AME multi-asset solutions to facilitate industry leading client outcomes.
• Take responsibility to maintain and proactively develop key elements of the investment process and frameworks, exploring opportunities to improve efficiency and lower risk.
• Lead the supervision and oversight of workflow from junior team members to ensure accuracy and exacting standards of reports and analysis are upheld.
• Highlight any key risks or considerations arising from the portfolio and fund monitoring process to the Asia Investment Committee.
• Ensure that monthly and quarterly (or ad-hoc) portfolio and fund reports for Partners are available in a timely manner, and that the portfolio management team is able to manage technical queries from partners.
• Provide investment expertise and knowledge to lead day-to-day operational/communications needs of the other Investment teams; and ensure internal compliance regulations complied with by flagging irregularities and potential risks.
• Periodic representation of the AME Portfolio Management team at group-wide governance forums as required.

Requirements of the Job:

Job Knowledge:

• Practical experience within fund research and/or applying portfolio construction theory.
• Ability to lead, manage, influence, and prioritize across multiple workstreams to ensure successful and timely outcomes.
• Ability to analyse large datasets, critically evaluate and enhance key investment processes.
• Adept and meticulous in being able to review large volumes of work and identify inconsistencies and errors.
• Advanced skills with Microsoft Excel, VBA, and PowerPoint, ideally with practical experience using programming languages such as python or R.
• Relevant professional qualifications such as CFA.
• Detailed understanding of financial markets and the fund management industry, with the ability to analyze the impact of the market environment and communicate this to a variety of stakeholders.

People Management Responsibilities:

• To manage a team of investment analysts, providing ongoing support and feedback to improve their skills and the performance of the team.

Problem Solving:

• Highly analytical with ability to solve complex problems under time pressure.
• Ability to autonomously work on problems, delivering clear and well thought through proposals to shape decision making.
• Ability to proactively develop new approaches and lead their implementation within existing processes.
• Comfortable managing conflicting priorities whilst maintaining standards of excellence.

Interpersonal Skills:

• Strong interpersonal, communication and presentation skills and the ability to adapt approach to suit the relevant audience which includes Senior Management, UK and Asia Investment Team, Compliance, and the Partners.
• Actively contribute to building a culture of excellence and accountability within the AME investment team and wider Investment Management division.
• Able to forge relationships with both internal and external stakeholders, whilst acting as a role model to more junior members of the team.

The IT Division is responsible for delivering and operating UOI’s enterprise technology platforms, including core insurance systems, cloud infrastructure, data platforms, and digital capabilities. UOI currently operates in a hybrid technology environment with a few legacy systems remaining on premises, some of which are planned for migration to the cloud over the next 18 months. The Division has a strategic focus on expanding cloud adoption and advancing AI-driven capabilities, enabling secure, scalable, and efficient delivery of applications across AI, data, and middleware environments through modern engineering and DevOps practices.

Job Purpose

The Application Engineer is responsible for the effective support and enhancement of UOI’s application and integration landscape. This role ensures applications are stable, secure, and well-supported, while working closely with internal stakeholders and vendors to deliver reliable technology solutions that meet business needs. 

Main Responsibilities

• Provide day-to-day application support, ensuring incidents and service requests are resolved in a timely manner. 
• Manage user access administration for assigned applications, including onboarding, offboarding, and access changes, ensuring compliance with security policies and segregation of duties.
• Support audit and compliance activities by maintaining documentation and evidence for internal and external audits and ensuring timely remediation of audit findings.
• Conduct periodic access reviews to ensure adherence to least privilege and role-based access control principles.
• Design, develop, and enhance backend applications and APIs using approved UOI technologies and standards.
• Support and maintain integrations and data flows across internal and external systems.
• Perform root cause analysis for application incidents and implement corrective and preventive actions. 
• Support application changes across development, testing (SIT/UAT), release, and post-implementation phases. 
• Work with infrastructure and security teams on deployments, access controls, monitoring, and compliance. 
• Engage external vendors to manage defects, enhancements, and delivery quality in line with agreed SLAs. 
• Maintain application documentation to support operational readiness, audits, and knowledge transfer. 
• Participate in standby or on-call support rotations where required. 

Requirements

• Bachelor’s degree in Computer Science, Engineering, or related field.
• Minimum 3-5 years of experience in backend software development.
• Experience in application support and backend development within a production environment. 
• Hands-on experience with Java, Python, NodeJS and associated frameworks (e.g. Spring Boot, ASP.NET Core).
• Strong SQL skills and experience working with relational databases. 
• Experience working in Linux / Red Hat environments. 
• Exposure to AWS services used in application environments (e.g. EC2, RDS, S3, CloudWatch). 
• Strong analytical and troubleshooting skills with a structured approach to problem resolution. 
• Abilityto work effectively with business users, technical teams, and external vendors. 
• Awareness of IT controls and regulatory expectations within a financial services environment. 

Added Advantage

• Experience supporting Odyssey 2 and / or Odyssey 5 systems. 
• Contribute to the support and enhancement of Odyssey 5, unQork, InsureMO, Snowflake, fileAI platforms. 
• Knowledge of API security concepts and secure coding practices. 
• Experience supporting vendor-developed or packaged insurance systems. 
• Experience in CI/CD pipelines, DevOps tooling, or automation.  
• Understanding of RESTful APIs, integration patterns, and application interfaces. 

Certifications

• Java SE OCA / OCP 
• AWS Associate-level certifications 
• SQL-related certifications 
• Red Hat RHCSA / RHCE 
• ITIL v4 Foundation 

[Your Next Opportunity]

Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.

From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.

[Your Role & Responsibilities]

• Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
• Work with professional advisors, investment managers and banks on trust administration related matters.
• Assist with periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Assist in maintaining accurate and updated trust records.
• Assist to prepare trustee minutes, resolutions, or any trust related documents as guided by the Supervisor.
• Assist in invoicing and debtor collection on timely manner
• Provide any other assistance as required by your supervisor.

[What We Are Looking For]

[Education]

• Bachelor’s degree in Business Administration, Law, Finance, Accounting, or a related field.

[Skills & Experience]

• Minimum 4 years of experience in Trust Administration or a relevant field.
• Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Discretion and confidentiality with high ethical standards when handling sensitive client data.
• STEP qualification is a plus.

[Traits]

• Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
• Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
• Collaborative: You enjoy working as part of a team and are committed to supporting your colleagues and clients

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform that only shortlisted candidates will be notified.

Job Description

1. Support Relationship Managers (RMs) in maintaining and strengthening client relationships through effective account servicing and client engagement.

2. Provide prompt and professional customer service, addressing client enquiries and requests in a timely manner.

3. Process client instructions and monitor client accounts in accordance with Private Banking policies, procedures, and regulatory requirements.

4. Conduct business analysis and feasibility assessments to identify product opportunities and support business growth initiatives.

5. Prepare business forecasts, performance tracking, and management information to support planning and decision-making.

6. Perform Management Information System (MIS) reporting, data management, and management reporting, ensuring the accuracy and integrity of business data.

7. Support the administration and monitoring of referral programmes, incentive schemes, sales campaigns, and other business initiatives.

8. Coordinate and support client events, marketing activities, and business development programmes.

9. Liaise with internal stakeholders across business, operations, compliance, and product teams to facilitate effective execution of business objectives.

10. Support the Team Head in business management, reporting, performance monitoring, and other ad-hoc projects and initiatives

Job Requirements

1.Bachelor’s degree in Marketing, Business Administration, Finance, or related field.

2. 5 years of relevant experience in financial services, preferably in private banking, wealth management, or high-end financial marketing.

3.Strong project management and organizational skills; ability to manage multiple priorities.

4.Excellent analytical, communication and presentation skills.

5.Creative mindset with solid knowledge of branding, content creation, and digital marketing.

6. Proficient in Excel, prior experience with programming or coding is preferred

Responsibilities:

• Prepare financial analysis and credit assessment reports for bilateral and syndicated loan facilities
• Review credit-related contracts and legal documentation
• Prepare credit memos for approval and signing
• Handle customer KYC matters, including onboarding and periodic CDD reviews
• Liaise with internal and external parties on credit and compliance matters

Qualifications for the position include：

• At least 1 year(s) of experience in credit analysis for syndication and bilateral loans.
• Degree or Diploma in Accounting, Banking & Finance and related majors.
• Able to communicate with Head Office in Taiwan and Taiwanese clients.

Skillsrequired:

• Banking / Finance > Analysis / Credit Analysis / Approval
• Banking / Finance > Loan / Mortgage/others
• Quick learner who has high adaptability and Good knowledge of MS Word/ Excel
• A meticulous team player with initiative, good interpersonal and communication skills 

Job Responsibilities

• Responsible to monitor and manage clients' Loan and Fixed Deposit maturity date, as well as Foreign Exchange transactions.

• Initiating loan utilization request, reviewing loan documents to ensure compliance with credit and agreement conditions, & cooperating with Treasury team, Loan Operation team as well as other stakeholders.

• Promote cross selling bank's product via tele-marketing calls such as Time Deposit and Foreign Exchange, and actively involved in department's marketing campaign together with Relationship Manager.

Job Requirements

• Be able to work closely with internal stakeholders to ensure smooth operations and transactions.

• Be able to work in a fast paced environment, understand customer's requirements in a short period of time and present solutions that meet their needs.

• Keen attention to details for ensuring accuracy and compliance in processing transactions.

• Good communication and people skills required for interacting well with clients and colleagues.

• Prior experience in Treasury/Loan Operations will be advantageous.

Responsibilities:

• Manage full sets of accounts, timely recording of AP, AR and investment related transactions
• Prepare financial and management schedules, and support timely completion of management reporting
• Handle GST submissions and budget preparation for subsidiaries
• Perform bank reconciliations, inter-company billing and reconciliations
• Monitor cash operations, prepare weekly cash management reports and monthly cash flow forecast
• Coordinate and execute instructions relating to fund transfers and fixed deposit placements
• Support/Review payment runs for joint venture companies

Requirements:

• Diploma/Degree in Accounting, Finance or equivalent
• At least 3 years of relevant experience in a fast-paced environment
• Experience in listed company will have added advantageous 

Interested candidates who wish to apply for the advertised position, please click on “Apply Now”. We regret that only shortlisted candidates will be notified.

EA License No: 01C4394 (PERSOL Singapore Pte Ltd)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

As an Executive Director within the Futures Sales team in Singapore, you will play a pivotal role in driving the growth of our futures execution and clearing franchise across the Asia-Pacific (APAC) region. This is a senior client-facing role requiring a sophisticated understanding of global futures markets, market structure, and regulatory frameworks.

You will be responsible for originating new institutional client relationships (including hedge funds, asset managers, sovereign wealth funds, and corporate hedgers), cross-selling the firm’s futures execution, and clearing capabilities, and managing existing high-value accounts. You will collaborate closely with global trading desks, product development, technology, operations, and compliance to deliver seamless, top-tier service.

Key Responsibilities

• Business Development & Origination: Identify, target, and secure new institutional client mandates for futures execution and clearing across Singapore and the broader APAC region.
• Client Relationship Management: Serve as a trusted advisor to a portfolio of sophisticated institutional clients, understanding their investment strategies, margin requirements, and operational workflows.
• Market & Product Advisory: Provide clients with timely market intelligence, structural insights, regulatory updates (e.g., MAS, CFTC, EMIR), and strategic execution ideas.
• Cross-Asset Collaboration: Partner with Prime Brokerage, OTC Clearing, FICC, and Equities sales and trading desks to deliver the full suite of Goldman Sachs' capabilities to clients.
• Onboarding & Integration: Lead the end-to-end client onboarding process, coordinating with Legal, Credit Risk, Compliance, and Operations to ensure efficient setup and risk mitigation.
• Product Innovation: Work with product and engineering teams to enhance our electronic trading platforms, algorithmic execution tools, and post-trade clearing portals based on client feedback.

Basic Qualifications

• Education: Bachelor’s degree or equivalent academic qualification.
• Experience: Minimum of 7+ years of experience in institutional futures sales, futures clearing, or prime brokerage.
• Licensing: Must possess or be eligible to obtain the relevant Monetary Authority of Singapore (MAS) representative licenses (e.g., Capital Markets Services license for trading in capital markets products).
• Market Knowledge: Deep understanding of global futures markets, exchange rules, margin methodologies (e.g., SPAN, VaR-based portfolio margining), and electronic execution platforms.
• Communication: Exceptional interpersonal and communication skills, with a proven track record of presenting to C-suite executives and portfolio managers.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.  

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.  

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

About the company
An established global financial services firm with a strong market presence in the insurance sector is expanding its finance function in Singapore. 

About the job
This specialized financial reporting position offers an excellent opportunity to manage statutory compliance and technical ledger closure workflows within a prominent insurance organization.

• End-to-end preparation of monthly, quarterly, and annual financial statements in accordance with relevant statutory requirements.

• Preparing and ensuring timely submission of MAS regulatory returns.

• Participating actively in the ongoing maintenance, reporting, and disclosure workflows under the IFRS 17 standard, collaborating closely with the actuarial and IT teams.

• Handle incoming financial inquiries and facilitate effective communications with auditors and external regulatory bodies.

• Identifying opportunities to streamline reporting workflows, enhance data automation, and strengthen internal controls.

Skills and experience required
The ideal candidate will bring solid technical competence in corporate reporting alongside an analytical mindset.

• At least 2 years of financial reporting experience within the insurance industry.

• Bachelor's degree in accountancy, finance, or a related discipline, with a preferred professional certification such as CA or CPA status.

• Hands-on exposure to MAS regulatory requirements and a solid, practical understanding of IFRS 17 are essential for this role.

• Strong communication and interpersonal skills, with the ability to translate complex financial data into actionable insights for diverse stakeholders.

• A resilient problem-solver who thrives in a collaborative, fast-paced environment.

• Big 4 Insurance Auditors who are looking to make their first or second move into the commercial sector are highly encouraged to apply.

To apply online please use the 'apply' function, alternatively you may contact Lynette Lim.
(EA: 94C3609/ R1435181 )

This individual will assist with project related activities, including administration, issue tracking and user acceptance testing (UAT).

Key responsibilities:

• Provide administrative support to the One MLR project

• Track and document project issues, risks and dependencies

• Coordinate and participate in UAT

• Prepare meeting materials and maintain project documentation

• Liaise with stakeholders across business units

• Assist with creating project status reports and presentations

Required skills:

• Familiarity with project management methodologies and tools

• Strong analytical and problem solving abilities

• Excellent attention to detail and organization skills

• Proficient in Microsoft Office suite

• Effective written and verbal communication skills

• Ability to work independently and as part of a team

• Good time management and prioritization skills

• Bachelor's degree in Finance, Economics, Business or related field

• 0-2 years of experience in banking or financial services

• Basic knowledge of liquidity risk (e.g. LCR, NSFR)

• Project management and tools (Jira, Confluence, etc)

• Experience in data analysis

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)

[Your Next Opportunity]

Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.

From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.

[Your Role & Responsibilities]

• Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
• Work with professional advisors, investment managers and banks on trust administration related matters.
• Assist with periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Assist in maintaining accurate and updated trust records.
• Assist to prepare trustee minutes, resolutions, or any trust related documents as guided by the Supervisor.
• Assist in invoicing and debtor collection on timely manner
• Provide any other assistance as required by your supervisor.

[What We Are Looking For]

[Education]

• Bachelor’s degree in Business Administration, Law, Finance, Accounting, or a related field.

[Skills & Experience]

• Minimum 2 years of experience in Trust Administration or a relevant field. If you have 1 year of relevant Trust experience and are passionate to pursue a career in Trust, you are welcome to apply. Compensation will commensurate accordingly with experience.
• Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Discretion and confidentiality with high ethical standards when handling sensitive client data.
• STEP qualification is a plus.

[Traits]

• Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
• Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
• Collaborative: You enjoy working as part of a team and are committed to supporting your colleagues and clients

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform you that only shortlisted candidates will be notified.

The State Street Alpha team is seeking an experienced Client Solutions Lead to drive solutions for our clients across all aspects of our Alpha Front to Back platform. Applicants should have a proven track record of understanding and aligning client requirements with enterprise solutions by collaborating with stakeholders including global business architects and product owners to identify business solutions that meet client and product outcomes. This role will be engaged from the start of any new client/prospect interaction, driving solutions and operating model design through the sales process, supporting the implementation to ensure the solution delivered is in line with expectations, and supporting the ongoing client relationship to ensure the client receives maximum value from the Alpha platform.  Applicants should be comfortable working in a high growth, complex, fast paced environment helping to drive the firm’s strategy and Alpha product capabilities. This role will have a particular focus on supporting large, multi asset class, global Investment Managers and as such, applicants should have extensive front to back experience across both public and private markets within the investment management industry.

Key Responsibilities

• Act as a senior, trusted client partner, managing relationships, communication, and client sentiment throughout solution design and delivery

• Consult with Clients to understand their strategy, business objectives, operating model needs and challenges

• Provide subject matter expertise and industry experience to lead Alpha solution discussions

• Capture the current end to end model of the client, and articulate future Alpha value proposition including integration between all stakeholders and state of the art technology architectures

• Solution complex operating models based on detailed understanding of client scope, requirements and goals

• Where multiple solutions may be available, lead discussions and detailed analysis to ensure there is a rigorous review to determine the best solution for the client and the Alpha business

• Conduct in-depth analysis of client workflows to identify opportunities for optimization and automation

• Translate requirements into clear Business Requirement Documents (BRDs) and Business Solution Documents that bridge current state needs to strategic outcomes

• Work with teams across State Street to drive strategic alignment, identify challenges in operating model design and call out areas that may require technology builds and changes to the existing operating model

• Influence internal best practice on the approach to operating model design including decision tree criteria where State Street has more than one option to resolve a client requirement

• Grow your individual knowledge of Alpha and the broader State Street solution set such that you can engage across client types on a multi-product basis

• Provide support for Request for Information / Proposals and client presentations

• Ensure solutions align to Alpha product principles, long‑term standards, and scalability objectives

• Apply strong emotional intelligence to manage escalations, resolve tensions, and maintain momentum across internal teams and client stakeholders

• This is a sole contributor role, although will require extensive collaboration and influence across the organisation

What We Value

• Leadership and an ability to bring together teams across different levels and disciplines within the organization

• Exceptional communication and presentation skills, with the ability to distill complexity into clear, actionable narratives

• Curiosity, strong critical thinking, problem solving, decision making and relationship management skills

• Deep understanding of enterprise platforms, solution architecture, and large‑scale implementation delivery

• Extensive experience in Front and Middle Office within the Global Investment Management industry

• Proven track record in designing and implementing complex solutions.

• Strong client relationship management skills, with the ability to build trust, credibility, and long‑term partnerships

• The Enterprise Culture traits and behaviors – Choose to own it, Break through Silos, Deliver results through integrity, Do Better Every Day, Care for colleagues, clients and community

• Ability to translate business requirements into detailed technical requirements and vice versa

• Ability to work in a team environment, secure team and stakeholder buy-in, and motivate team to accomplish goals and objectives

Education & Preferred Qualifications

• Demonstrated experience working on large transformational programs

• Strong understanding of financial markets and investment management processes, including back office functions. Experience with front-to-back investment servicing and operations functions is preferred

• Knowledge of front and middle office technology is an advantage, such as Charles River, Blackrock Aladdin, Thinkfolio, SimCorp Dimension, Markit EDM, Eagle Pace, etc.

• Experience with Agile software development, highly configurable systems and leading testing techniques

• Knowledge of Compliance, Performance, Risk and Analytics would also be an advantage

• Ability to travel across the region as required