Executive Director, Wealth Solutioning

OCBC Group; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

OCBC Group is seeking an Executive Director of Wealth Solutioning in Singapore. You will lead strategic direction and drive end‑to‑end process transformation across digital and RM‑led channels, shaping how wealth solutions are delivered with robust governance and compliance.

This role requires strong ownership and cross‑functional collaboration with business, technology, risk and compliance stakeholders. You will steer initiatives in wealth management, enhance client experience, and strengthen

Qualifications

• Minimum 5 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.

Responsibilities

• Provide senior leadership support in team—work with Head of Wealth Solutioning on priorities and governance.
• Drive innovation and end‑to‑end process improvement across Wealth Management, digital and RM channels.
• Deliver projects and change initiatives, including large transformation programmes such as the Group Wealth Platform.
• Support regional initiatives and ensure local alignments with regional objectives and standards.
• Oversee the sales suitability framework with controls, governance and enabling systems.
• Design and improve WM sales processes to enhance client experience and risk outcomes.
• Own products and processes end‑to‑end, including governance and delivery as delegated by the Head of Wealth Solutioning.
• Strengthen risk and compliance outcomes by partnering with Risk, Compliance and Audit.
• Build capability and training for frontline and support teams.

Skills

Project delivery

Regulatory change

Core banking knowledge

Communication skills

Techno-functional

Problem solving

Team leadership

Job description

## Executive Director, Wealth SolutioningApplyremote type: Hybridlocations: OCBC Singaporetime type: Full timeposted on: Posted Todayjob requisition id: JR00009683# **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.# **Why Join**We are seeking a high‐performing Executive Director to support the Wealth Solutioning function in Wealth Management. This role offers the opportunity to play a meaningful part in shaping how wealth solutions are delivered across sales suitability, processes and platforms, while working closely with business, technology, risk and compliance stakeholders. You will gain exposure to enterprise‐wide initiatives and take on visible ownership within a change‐driven environment.**How You Succeed**You succeed by working collaboratively with stakeholders across business, technology, risk and compliance to deliver outcomes together. You are comfortable navigating complexity, partnering with others to translate regulatory and business requirements into practical, workable solutions. A genuine passion and interest in wealth products and process management are key to success in this role, enabling you to contribute meaningfully through clear communication, shared ownership and strong teamwork, while driving initiatives through to completion and enhancing client experience, sales effectiveness and risk governance.**What You Do**As an Executive Director within Wealth Solutioning, you will play a senior leadership role in supporting strategic direction while driving end‐to‐end process improvement, innovation, and transformation across both digital and relationship manager (RM)–assisted channels. You will be instrumental in advancing Wealth Management capabilities, covering online and mobile banking journeys as well as advisor‐led platforms and processes across Wealth Management**Responsibilites:*** **Provide senior leadership support in team** - To work along with Head of Wealth Solutioning, providing 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 both 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, including initiatives led or participated in by in-region teams, 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, as delegated by the Head of Wealth Solutioning.* **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, including training the frontliner and support teams.# **Who You Are**You are a delivery‐oriented professional with a strong sense of ownership and accountability, comfortable working across business, technology, risk and compliance domains.**Key Requirements*** Minimum 5 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# # **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.