Job Description - SVP Transfer Agency/Shareholder Services
A leading global financial services organisation is hiring a Senior Vice President, Transfer Agency to lead its APAC operations, with a strong focus on client servicing, team leadership, and operational transformation.
This is a high-impact leadership role overseeing teams across Singapore and Hong Kong, with significant exposure to regional clients and global stakeholders.
Must-Have Requirements (Non-Negotiable)
Fluent Mandarin (spoken & written) – essential for client coverage across Hong Kong, Taiwan, and Greater China
Proven people management experience – must have led teams (ideally across multiple locations)
Experience in fund operations / fund administration/transfer agency
Strong client-facing experience – handling escalations and senior stakeholder management
Experience working in a matrix, global organisation
Track record in driving process improvements/automation (AI mindset preferred)
Key Responsibilities
Leadership & Team Management
Lead and develop teams across Singapore and Hong Kong
Drive a strong team culture, improve engagement, and address attrition challenges
Act as the senior on-the-ground leader in Singapore
Client & Stakeholder Management
Serve as the primary escalation point for APAC clients
Build strong, data-driven relationships with institutional clients and investors
Support new client onboarding and fund launches across the region
Operational Excellence & Transformation
Drive automation and digitalisation initiatives, including AI-led efficiencies
Continuously improve processes to enhance service delivery and reduce risk
Ensure all service levels and KPIs are consistently met
Risk, Compliance & Governance
Maintain strong oversight on risk and control frameworks
Ensure compliance with local regulatory requirements
Participate in local governance committees and reporting structures
Regional Oversight - Collaborate with global teams and manage outsourced/offshore operations
Ideal Candidate Profile
10+ years of experience in fund services / asset management operations
Background in Transfer Agency, Fund Administration, or related operations
Strong understanding of mutual funds / traditional fund structures
Experience working with clients in Hong Kong / Taiwan / Singapore
Confident operating in a complex, matrixed global environment
Proven ability to lead through change and transformation
If you are keen, please share your updated resume with Komal at [email protected]
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