Senior/Wealth Solutioning Manager

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Learning and development opportunities

Job summary

OCBC Group in Hong Kong seeks an experienced Business Analyst/Change Manager to enhance Customer Onboarding, Investment Suitability and Insurance processes within wealth management. You will support local/regional programs, streamline the selling process and strengthen regulatory standards.

The role requires 5+ years in wealth management projects, strong analytics, and proficiency with Excel, PowerPoint and Microsoft Copilot. Independent work style and effective communication are essential.

Qualifications

• University graduate with exposure to wealth management projects.
• HKSI qualification with CFA eligibility is a plus.
• Minimum 5 years as a Business Analyst/Change Manager in Wealth Management.
• Experience with account opening and selling processes is beneficial.
• Strong skills in Excel, PowerPoint and Copilot for process improvements.

Responsibilities

• Maintain and optimize customer onboarding and investment / insurance processes.
• Support local and regional wealth-related projects and change initiatives.
• Design and implement improvements to selling processes for Investment / Insurance.
• Provide investment suitability training to new joiners and refresher cohorts.
• Collaborate with front office for know-how transfer and exception handling.

Skills

Project management

Analytical thinking

Stakeholder communication

Independence

Attention to detail

Education

Bachelor's degree

HKSI accreditation

CFA advantage

Tools

Microsoft Copilot

Excel

PowerPoint

Job description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future‑ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future‑ready career. Your Opportunity Starts Here.

Job Summary:

To assist Head of Wealth Solutioning (or delegate) To develop and enhance Customer Onboarding. Investment Suitability and Insurance Process in general banking and investment. To strengthen the existing selling process and suitability framework of Investment Products through streamlining and innovation, in order to achieve satisfactory regulatory standards.

What you will be doing:

Maintain and enhance the selling process of investment product and customer onboarding process, including system development and procedure updates where applicable Support Investment related projects and change initiatives, including local/regional driven programs Design and implement improvements to selling process of Investment / Insurance Provide investment suitability training through new joiner induction and refresher training Support the investigation and resolution of process- or system related Incidents Engage front office to support their know-how and solution, including exception handling

What we are looking for:

University graduate HKSI with CFA definite advantage Relevant project management experience of more than 5 years as a Business Analyst / Change Manager in Wealth Management projects Experience in account opening and selling process will be a plus. Good knowledge of application software including Excel & PowerPoint Use of Microsoft Copilot is a MUST Strong compliance and customer centric mindset Ability to work independently and analyze situations with priority Attentive to details with strong organization and time management Able to communicate effectively with influencing #LI-GT1

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry‑leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future‑ready career. Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly‑owned subsidiary, Bank of Singapore, which operates on a unique open‑architecture product platform to source for the best‑in‑class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.