Stock Transfer Operations Specialist (Wealth Management)

OCBC; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

OCBC in Singapore seeks a Wealth Management Operations Specialist to ensure seamless stock transfer processes for high-net-worth clients, coordinating with front-office teams, external custodians, and brokers to deliver accurate transfers and timely settlements.

The role requires a degree in finance, accounting, or business administration and at least 2 years in wealth management or stockbroking, with strong analytical skills, attention to detail, and excellent communication.

Qualifications

• A degree in finance, accounting, or business administration.
• At least 2 years of experience in operations, preferably in wealth management or stockbroking.

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 discrepancies or issues during the transfer process.
• Maintain accurate records and reports to ensure audit trails and compliance.

Skills

Analytical skills

Attention to detail

Communication

Stakeholder management

Regulatory awareness

Education

Finance/Accounting/Business degree

Tools

Excel

MS Office

Operations systems

Job description

OCBC in Singapore seeks a Wealth Management Operations Specialist to ensure seamless stock transfer processes for high-net-worth clients, coordinating with front-office teams, external custodians, and brokers to deliver accurate transfers and timely settlements.

The role requires a degree in finance, accounting, or business administration and at least 2 years in wealth management or stockbroking, with strong analytical skills, attention to detail, and excellent communication.