Executive Director, Wealth Solutioning

OCBC Bank; Singapore; On-site; SGD 300,000 - 500,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits package

Community initiatives

Professional development opportunities

Wellbeing focus

Job summary

OCBC Bank in Singapore seeks an Executive Director to lead the Wealth Solutioning function within Wealth Management. You will partner with the Head of Wealth Solutioning to drive strategic initiatives, governance, and regional alignment, while shaping client-centric wealth solutions.

You will own end-to-end delivery of initiatives, oversee risk and compliance, mentor teams, and push process improvements across digital and RM-led channels to enhance client experience and sales effectiveness in a

Qualifications

• Minimum 15 years of relevant experience in business analysis and/or project management supporting wealth management initiatives.
• End-to-end project delivery experience including requirements definition, UAT, implementation and change management.
• Strong knowledge of core banking platforms, wealth products, services and processes.
• Exposure to large-scale transformation or regulatory change initiatives.
• Solid understanding of project methodologies and ability to produce quality artefacts.
• Clear and effective communication skills (verbal and written).
• Structured, logical problem solver with strong execution focus.

Responsibilities

• Provide senior leadership support alongside the Head of Wealth Solutioning.
• Drive innovation and process excellence across Wealth Management, improving client experience and efficiency.
• Lead and support Wealth Management projects and large-scale programmes (e.g., Group Wealth Platform).
• Support regional Wealth Management initiatives and ensure alignment with regional standards.
• Oversee wealth sales suitability frameworks, governance, and enabling systems.
• Design, implement and enhance WM sales processes for better client outcomes and risk management.
• Own assigned product(s) and/or process domains including governance and delivery.
• Collaborate with Risk, Compliance, and Audit to strengthen controls and regulatory adherence.
• Help build capability through investments in training for frontline and support teams.

Skills

Executive leadership

Business analysis

Project management

Stakeholder management

Regulatory awareness

Communication

Techno-functional

Analytical thinking

Problem solving

Delivery excellence

Team collaboration

Job description

Overview

We are seeking a high‑performing Executive Director to support the Wealth Solutioning function in Wealth Management.

Responsibilities

• Provide senior leadership support in team – work alongside the Head of Wealth Solutioning, offering leadership, decision support, and oversight across key priorities, governance forums, and strategic initiatives.
• Drive innovation and process excellence – champion continuous innovation and end‑to‑end process improvement across Wealth Management, enhancing client experience, sales effectiveness, and operational efficiency across digital and RM‑led channels.
• Deliver projects and change initiatives – lead, drive, and/or support Wealth Management owned and impacted projects, including participation in large‑scale transformation programmes such as the Group Wealth Platform (GWP).
• Support regional initiatives – provide senior support and representation for regional Wealth Management initiatives, ensuring alignment of local implementation with regional objectives, standards, and timelines.
• Oversee sales suitability framework – provide senior oversight of WM sales suitability processes, including controls, governance, and enabling systems, ensuring robustness and alignment with regulatory expectations.
• Design and improve processes – design, implement and continuously enhance WM sales processes to improve client experience, sales effectiveness, and risk outcomes.
• Own products and processes end‑to‑end – take accountability for assigned product(s) and/or process domains, including governance, performance, enhancement and delivery.
• Strengthen risk and compliance outcomes – partner closely with Risk, Compliance, and Audit stakeholders to proactively manage issues, strengthen controls, and ensure adherence to regulatory requirements.
• Build capability and training – support the design and delivery of investment suitability and sales‑related training programmes to uplift capabilities across frontline and support teams.

Qualifications

• Minimum 15 years of relevant experience as a Business Analyst and/or Project Manager supporting wealth management initiatives.
• Proven end‑to‑end project delivery experience, including requirements definition, UAT, implementation and change management.
• Good working knowledge of core banking platforms, wealth products, services and operational processes.
• Exposure to large‑scale transformation or regulatory change initiatives.
• Strong understanding of project methodologies and ability to produce quality project artefacts.
• Clear and effective communication skills (verbal and written).
• Solid techno‑functional and analytical capabilities.
• Structured, logical problem solver with strong execution focus.
• Results‑oriented, resilient and collaborative team player.

Benefits

• 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.