Senior/Wealth Solutioning Manager

OCBC; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

OCBC in Hong Kong seeks a seasoned Business Analyst/Change Manager to strengthen wealth product onboarding and investment suitability processes. You will streamline selling processes and support regional programs, working with front office to share know-how and solutions.

The role requires a university degree, HKSI and CFA is a definite advantage, and over 5 years of wealth management project experience. You will train new joiners and manage system improvements with precision.

Qualifications

• University graduate.
• HKSI with CFA definite advantage.
• 5+ years of Experience as Business Analyst/Change Manager in Wealth Management.
• Experience in account opening and selling process is a plus.
• Strong knowledge of Excel and PowerPoint.
• MS Copilot experience is a MUST.

Responsibilities

• Maintain and enhance investment product selling and onboarding processes, including system updates.
• Support investment-related projects and regional programs.
• Design improvements to selling process of Investment/Insurance products.
• Deliver investment suitability training for new joiners and refresher courses.
• Investigate and resolve process- or system-related incidents.
• Engage front office to share know-how and solutions, including exception handling.

Skills

Wealth Management

Business Analysis

Change Management

Regulatory Standards

Excel

PowerPoint

CFA desirable

Education

University degree

Tools

Excel

PowerPoint

Microsoft Copilot

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

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.