Operations Lead
About us
Endowus is Asia’s leading fee-only digital wealth platform. Licensed by the Monetary Authority of Singapore (MAS) and Hong Kong Securities & Futures Commission (SFC), Endowus is the first digital advisor in the region to span both private wealth (Cash) and public pension savings (CPF & SRS in Singapore), helping all investors grow their money with expert advice, institutional access to financial solutions, low and fair fees, and a delightful personalised digital wealth experience.
Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.
The people you will work with
The team has deep domain knowledge in finance and technology, bringing together decades of experience at Morgan Stanley, Amazon, JPMorgan, UBS, Goldman Sachs, Blackstone, Vanguard, ANT, Fidelity, McKinsey, Grab, ByteDance, and many others. See our leadership team here. We practise inclusion and treasure our diversity in background and experience. A diverse team is our biggest asset and we look for people who share our belief in Endowus’ clear mission.
Investors, recognition, licensing
Founded in 2017, Endowus has raised a total of US$95 million in funding from investors such as UBS, EDBI, Prosus Ventures, Z Venture Capital, Samsung Ventures, Singtel Innov8, and global leading venture capital firms Lightspeed Venture Partners and Softbank Ventures Asia.
Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including Singapore’s Rising Star and Fintech Innovation in Asset Management, CEO of the Year, CIO of the Year (Asia Asset Management’s Best of the Best Awards 2022), Singapore’s Fintech Startup of the Year (The Asset Triple A Digital Awards 2022), LinkedIn Top Start-ups 2021, Forbes Asia 100 to Watch, WealthTech of the Year (Asia FinTech Awards 2022), Top 15 Singapore’s Best Workplaces Award and Top 100 Asia’s Best Workplaces Award 2022 (Great Place to Work).
The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$6 billion, it is one of the largest independent wealth managers in Asia. From a combination of 100% trailer fees rebates as direct cashback to clients, savings from the access to institutional share class and exclusive funds, Endowus has created more than US$40 million in savings per year for its clients.
Endowus is licensed by the Monetary Authority of Singapore (MAS).
Role & Responsibilities
- People Management: Lead the client-facing operations team, including coaching, mentoring, and career development. Responsible for hiring, onboarding, and training new team members.
- Leadership and Strategy: Provide direction by understanding the basics and creating a detailed plan to achieve the team's vision. Collaborate with the team to solve problems and meet objectives.
- Team Development: Manage and efficiently use your team and technology resources to meet team and company goals. Work closely with other teams as necessary.
- Operational Strategy: Develop and implement strategies to improve operational efficiency, customer satisfaction, and service delivery. Adopt best practices to enhance workflows.
- Risk Management: Evaluate current operations for risks and develop plans to manage those risks in collaboration with the Head of Operations.
- Client Relationship Management: Act as the main contact for major client issues, ensuring high service and satisfaction levels. Maintain regular communication with clients to meet their needs.
- Cross-Functional Collaboration: Work with Product, Investment Office, and Client Advisory teams to ensure excellent service. Share client feedback with relevant teams.
- Process Improvement: Lead projects to improve client service and satisfaction, including planning, setting deadlines, and coordinating with teams. Report progress to leadership.
- Performance Reporting: Analyze client satisfaction, retention, and engagement data. Identify trends and develop strategies to improve performance.
Skills Required
- At least 5 years, with 2-3 years in team building and development. Startup experience is a plus.
- Leadership Skills: Excellent in communication, delegation, conflict resolution, and performance management.
- Customer Focus: Pragmatic and solution-oriented approach.
- Cross-Functional Knowledge: Understanding of product cycles and collaboration with tech for growth.
- Technical Proficiency: Skilled in operational tools and software for process improvement.
- Organizational skills: Ability to manage multiple priorities in a fast-paced environment
Benefits & perks
- Stock options in a fast growing company *
- Employee discount for investing at Endowus
- Flexible working hours and locations so you can live life and your best work - you are trusted to be responsible
- Competitive Staff Benefits; Annual leave, Life & Medical Insurance, Flexible Benefits Allowance *
- Office Productivity Equipment; Omnidesk Standing Desk & Ergonomic Chairs, Dell UltraSharp USB Type-C Monitor, high-end computer peripherals
- Choice of latest Apple or PC equipment
Note: * is only applicable to Full-Time employees
- Email subject: [Role you are applying for], [Your name]
- Attach your CV
- Content portfolio — Original content creation (English and Traditional Chinese), translation (English to Traditional Chinese), any marketing/social media samples
- Cover letter in body of your email
- Requirement for credit bearing
- Notice period (if any)
- Current location
- Visa assistance for role location? (Y/N)
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