Wealth Management Operations Lead

OCBC; Singapore; On-site; SGD 110,000 - 170,000; Full time

Job summary

OCBC in Singapore is seeking a Wealth Management Operations Specialist to ensure smooth delivery of wealth management services. You will collaborate with wealth management teams and external partners to enable seamless execution of services and resolve operational issues with meticulous attention to detail.

The role requires a Bachelor’s degree and at least 7 years in Operations, preferably within private banking, with knowledge of Custody, Nostro agents, Securities Services & Derivatives.

Qualifications

• Bachelor degree from a reputable university.
• Minimum 7 years of experience in Operations, preferably within private banking.
• Strong analytical skills with data preparation and reporting experience.
• Excellent leadership, communication and interpersonal skills.
• Able to work independently and under pressure.

Responsibilities

• Work with Business, Products and other supporting Functions to support new products and services.
• Represent Operations in Functional Specialist meetings to document process flows and coordinate product papers review.
• Manage tracking and closure of project and change deliverables related to new products and services.
• Project management of key strategic projects and business initiatives across GWO.
• Prepare and analyse data to provide insights and support decision-making such as transaction volume and trends, operations service catalogue and processing capacity reports.
• Coordinate with Group Operations on data initiatives and support management reporting.

Skills

Analytical skills

Meeting organization

Facilitation

Leadership

Communication

Interpersonal skills

Independence

Education

Bachelor Degree

Job description

OCBC in Singapore is seeking a Wealth Management Operations Specialist to ensure smooth delivery of wealth management services. You will collaborate with wealth management teams and external partners to enable seamless execution of services and resolve operational issues with meticulous attention to detail.

The role requires a Bachelor’s degree and at least 7 years in Operations, preferably within private banking, with knowledge of Custody, Nostro agents, Securities Services & Derivatives.