We are a well-established Wealth Advisory and Asset Management Firm in Asia Pacific.
We are seeking a highly driven and dynamic individual to join us as Head of Operations, whose role is not purely oversight but also requires direct hands-on execution of operational and technology deliverables.
This role goes beyond oversight as it requires direct execution of critical tasks in client servicing, fund setup, fund operations, reporting, and technology infrastructure.
The ideal candidate thrives in a fast-paced environment, is detail-oriented, and can balance leadership responsibilities with on-the-ground delivery.
The role offers the opportunity for growth and self-development within a rapidly growing business environment.
Key Responsibilities
Operations Leadership
Lead the Client Servicing team, acting as the primary operational interface for Financial Advisors (FAs), clients, and external service providers.
Oversee and refine processes related to client onboarding, documentation, account opening, trade support, and ongoing service delivery.
Design and implement scalable SOPs for KYC, reporting, reconciliation, document handling, and transaction monitoring.
Monitor service levels, turnaround times, and internal control checkpoints across all operational touchpoints.
Coordinate seamlessly between operations, compliance, legal, and business development teams.
Drive team accountability, upskilling, and continuous process improvement.
Ensure all practices align with company policy and jurisdictional regulatory frameworks.
Direct Task Execution (Operations):
Lead fund setup and structuring with administrators, custodians, and banks, including ISIN applications.
Manage Portfolio Consolidation Software with corresponding database (data feeds, reconciliations, and reporting).
Review and deliver portfolio consolidation and reporting packages with accuracy and timeliness.
Execute ad hoc NAVs, reconciliations, and urgent investor reporting as required.
Liaise directly with administrators, custodians, and external vendors to complete operational deliverables.
Technology Strategy & Infrastructure
Develop and execute a comprehensive technology roadmap aligned with business goals and scalability needs.
Oversee IT systems covering infrastructure, data management, cybersecurity, user access, business applications, and cloud platforms.
Ensure compliance with industry security standards and regulatory expectations (MAS, FATF, PDPC).
Lead business continuity planning (BCP) and disaster recovery (DR) testing and readiness.
Drive digital transformation initiatives to improve efficiency, reporting, and client engagement.
Manage vendor relationships, technology procurement, and IT service performance.
Direct Task Execution (Technology):
Deploy and administer SharePoint and portfolio reporting/consolidation systems.
Oversee user access controls, system configurations, and cybersecurity enforcement.
Perform data integrity checks, migrations, and reconciliations across platforms.
Personally manage escalations and vendor-related resolution.
Conduct and document BCP/DR drills, implementing corrective measures.
What We’re Looking For
High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information.
Proven track record in fund operations, financial reporting systems, and IT infrastructure management.
Strong knowledge of compliance frameworks and operational risk management.
Ability to personally execute operational and technology deliverables, not just oversee.
Hands-on experience with Portfolio Consolidation systems and Fund Reporting platforms preferred.
Strong leadership skills with the ability to mentor teams while completing mission-critical tasks.
Excellent problem-solving skills with resilience to manage escalations under pressure.
Why Join Us?
This is a unique opportunity to step into a hybrid leadership + execution role where you shape operations, drive technology transformation, and deliver directly on tasks that impact clients and the business.
You’ll play a pivotal role in building scalable operations and secure technology infrastructure in a regulated, fast-growing environment.
If you aspire to grow and excel with a high-growth firm, please forward us your CV.
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