Product Operations Associate (Account Opening)

Product Team | Singapore

About us

Endowus is Asia’s leading fee-only digital wealth platform. Headquartered in Singapore, we are the first digital advisor to span both private wealth and public pension savings (CPF & SRS), helping all investors grow their money with expert advice, institutional access to financial solutions, low & 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 Goldman Sachs, Morgan Stanley, UBS, Credit Suisse, The Blackstone Group, AQR, Grab, Dropbox, Lyft, Redmart, Carousell, Bytedance, Grab, Kakao, Alibaba, and more. 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

Endowus is backed by global leading strategic and venture capital investors including UBS, Samsung Ventures, EDBI, Prosus Ventures, ZVC, Singtel Innov8, Lightspeed Venture Partners, and SoftBank Ventures Asia.

Endowus has been recognised by the industry with the following awards: Singapore’s Rising Star and Fintech Innovation (Asia Asset Management’s Best of the Best Awards 2021), LinkedIn Top Start-ups 2021, WealthTech of the Year (Asia FinTech Awards 2021), and the top 15 Singapore’s Best Workplaces Award (Great Place to Work).

Endowus is licensed by the Monetary Authority of Singapore (MAS).

Role

  • Responsible for client account opening and reviews, which includes gathering of relevant documents, performing basic Know-Your-Client checks etc to ensure that all of the necessary information required is provided prior to account opening. This occasionally includes following up with clients and helping them with basic questions that may arise
  • Manage our relationships with partners and vendors (eg. brokerage firms, banks) and work with them to establish processes which would enable our platform to work more seamlessly (eg. processes for account opening, CKA renewal)
  • Identify areas of improvement in the account opening process, and work with the product and engineering to execute on it

Requirements

  • Great communication skills and attitude. You will interact with various stakeholders and partners each day via different channels (phone, email, chat)
  • Experience working in financial services is helpful but not a must.
  • Strong emphasis on being organized, adaptable and has great attention to detail. You will face new challenges on a daily basis, and we want to hire someone who has the intellect and drive to work through and adapt to changes.
  • Team player is key. We are a small but growing team, and we believe in building an environment that fosters a sense of belonging for all of our employees
  • Passionate and excited about wanting to make and build an innovative financial services company

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, Medical insurance, Dental *
  • Productivity Equipment; Omnidesk Standing Desk & Ergonomic Chairs, 32/42 inch 4K Dell UltraSharp USB Type-C Monitor, high-end computer peripherals
  • Choice of Apple or PC equipment
  • Additional S$250 budget for your favourite hardware to boost productivity *
Note: * is only applicable to Full-Time employees

How to apply

Everyone can be an Endowus client. If you are not yet a client, please create an account to understand our services and technology, and can see if our mission is something that aligns with your personal beliefs. We value your feedback on our product and will ask you for your insights throughout the interview process. 

To apply email Product.Careers@Endowus.com with the following details:

  • Email subject: [Role you are applying for], [Your name]
  • Attach your CV
  • Cover letter in body of your email
  • Desired salary/package
  • Notice period (if any)
  • Current location
  • Visa assistance for role location? (Y/N)