Manager, Group Wealth Operations (Portfolio Operations)

OCBC Bank (China) Ltd.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial institution in Singapore is looking for a Manager in Group Wealth Operations. This role requires a meticulous individual to ensure seamless stock transfer processes for high net worth clients. Candidates should hold a relevant degree and have at least 2 years of operations experience in wealth management. The position offers a competitive salary and aims to foster a collaborative and supportive work environment.

Qualifications

• At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment.
• Familiarity with regulatory requirements such as SGX and MAS rules.

Responsibilities

• Process and verify stock transfer instructions from clients and internal stakeholders.
• Coordinate with external custodians and brokers to facilitate stock transfers.
• Conduct thorough checks to ensure compliance with regulatory requirements and internal policies.
• Investigate and resolve any discrepancies or issues that may arise during the transfer process.
• Maintain accurate records and reports to ensure audit trails and compliance.

Skills

Analytical skills

Attention to detail

Problem-solving skills

Interpersonal skills

Education

Degree in finance, accounting, or business administration

Tools

Microsoft Excel

Job description

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Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.Manager, Group Wealth Operations (Portfolio Operations) page is loaded## Manager, Group Wealth Operations (Portfolio Operations)remote type: Onsitelocations: OCBC Singaporetime type: Full timeposted on: Posted Todayjob requisition id: JR00006530# **WHO WE ARE:** 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.# **Manager, Group Wealth Operations (Portfolio Operations)** **Why Join** As a key member of our Wealth Management Operations team, you'll play a vital role in ensuring seamless stock transfer processes for our high net worth clients. You'll take pride in delivering exceptional service, building trust, and fostering long-term relationships. This is a unique opportunity to work with a diverse range of assets and contribute to the growth of our clients' wealth. **How You Succeed** To excel in this role, you'll need to be meticulous, organized, and proactive. You'll work closely with our front office teams, external custodians, and other stakeholders to ensure timely and accurate stock transfers. Your attention to detail, analytical skills, and ability to prioritize tasks will be essential in meeting our high service standards. **What You Do** - Process and verify stock transfer instructions from clients and internal stakeholders - Coordinate with external custodians and brokers to facilitate stock transfers - Conduct thorough checks to ensure compliance with regulatory requirements and internal policies - Investigate and resolve any discrepancies or issues that may arise during the transfer process - Maintain accurate records and reports to ensure audit trails and compliance **Who You Are** - A degree in a relevant field, such as finance, accounting, or business administration - At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment - Strong analytical and problem-solving skills, with attention to detail and ability to prioritize tasks - Excellent communication and interpersonal skills, with ability to work with diverse stakeholders - Familiarity with regulatory requirements and industry standards, such as SGX and MAS rules - Proficient in Microsoft Office, particularly Excel, and experience with operations systems and software# # # **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.