Stock Transfer Ops Pro — Wealth Management

OCBC (Singapore)

Singapore

On-site

SGD 60,000 - 90,000

Full time

7 days ago
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Benefits offered by this job

Competitive base salary
Comprehensive benefits package
Professional development opportunities
Wellbeing and growth support
Community initiatives

Job summary

OCBC (Singapore) is seeking a Wealth Management Operations Specialist to manage stock transfers for high-net-worth clients. You will work with front office teams, custodians, and brokers to ensure timely, accurate transfers and strict adherence to regulations.

The role requires a degree in finance, accounting, or business and at least 2 years in operations within wealth management or stockbroking. Strong analytical, detail-oriented, and communication skills are essential.

Qualifications

  • A degree in finance, accounting, or business administration.
  • 2+ years in operations, wealth management, or stockbroking.
  • Strong analytical and detail-oriented approach to transfer processes.
  • Excellent communication with diverse stakeholders.

Responsibilities

  • Process and verify stock transfer instructions from clients and internal stakeholders.
  • Coordinate with external custodians and brokers to facilitate stock transfers.
  • Conduct checks to ensure regulatory compliance and internal policies.
  • Maintain accurate records and audit trails for transfers.

Skills

Stock transfers
Regulatory compliance
Analytical skills
Attention to detail
Communication

Education

Bachelor's degree in finance, accounting, or business

Tools

MS Excel
Operations systems

Job description

OCBC (Singapore) is seeking a Wealth Management Operations Specialist to manage stock transfers for high-net-worth clients. You will work with front office teams, custodians, and brokers to ensure timely, accurate transfers and strict adherence to regulations.

The role requires a degree in finance, accounting, or business and at least 2 years in operations within wealth management or stockbroking. Strong analytical, detail-oriented, and communication skills are essential.

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