Executive, Institutional Operations

About the Role

We are seeking a proactive and detail-oriented individual to join our B2B Equities Team. This role supports corporate and institutional clients across settlement, middle-office operations, and client servicing. Furthermore, the position offers opportunities to participate in process improvement, automation, and digitalization initiatives aimed at enhancing operational efficiency.

Key Responsibilities

• Handle daily operational activities, including withdrawals, currency conversions, incoming fund verification, corporate actions, and settlement-related matters.
• Support corporate and institutional clients and coordinate with internal stakeholders on operational and settlement matters.
• Assist with corporate account onboarding, account maintenance, and client documentation.
• Support periodic AML/KYC reviews and W-8 exercises, including client communication, documentation tracking, and follow-up on outstanding requirements.
• Monitor operational activities, investigate discrepancies, and ensure accurate and timely processing.
• Prepare business reports, invoices, commission/rebate calculations, and operational data.
• Support trading-platform administration, user access, and market-data services.
• Identify opportunities for process improvement and workflow optimization, and actively participate in AI and RPA automation initiatives where applicable.
• Support other assigned operational duties and projects.

Qualifications and Skills

Required

• Diploma or Degree in Business, Finance, Banking, Accountancy, or a related discipline.
• Strong attention to detail, analytical, and problem-solving skills, with comfort working with numbers and data.
• Good communication and interpersonal skills, proficient in Microsoft Office.
• Proactive and willing to learn, with an interest in process improvement and digitalization.

Advantageous

• Experience in brokerage, banking, securities operations, or financial services.
• Prior exposure to AI, RPA, workflow automation, or related tools.

Why Join Us

You will gain broad exposure to securities operations, corporate and institutional client servicing, account onboarding, AML/KYC, trading platforms, and business reporting. You will also have opportunities to contribute ideas and participate in process improvement, AI, RPA, and automation initiatives as the team continues to digitize its operational processes.

This role is suitable for both fresh graduates and experienced candidates interested in building a career in financial markets and B2B operations.

Phillip Securities Pte Ltd (A member of PhillipCapital) invites applications. If you are looking for an environment of growth and opportunities, please submit a detailed resume stating the position applied for and expected salaries to the HR department via recruitment@phillip.com.sg. Only shortlisted candidates will be notified.