Wealth Management Operations Specialist

OCBC; Singapore; On-site; SGD 50,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC is seeking a Wealth Management Operations Specialist in Singapore to support the seamless delivery of our wealth management services and help clients grow their assets and investments.

You will be part of a dynamic team focused on accuracy, efficiency, and risk management. The role requires a degree in finance or business and at least two years in operations, with strong analytical and communication skills.

Qualifications

• A degree in a relevant field, such as finance or business administration.
• At least 2 years of experience in operations or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work well under pressure and meet deadlines.
• Strong attention to detail and organizational skills.

Responsibilities

• Processing and verifying transactions related to wealth management products.
• Conducting reconciliations and investigating discrepancies.
• Coordinating with internal teams and external partners to resolve operational issues.
• Implementing process improvements to enhance efficiency and reduce risk.
• Providing support for system enhancements and testing.

Skills

Analytical skills

Problem-solving

Communication skills

Organizational skills

Attention to detail

Education

Finance or Business Administration degree

Job description

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.

Wealth Management Operations Specialist

Why Join
Imagine being part of a team that helps people grow their wealth and achieve their financial goals. As a Wealth Management Operations Specialist at OCBC, you’ll play a critical role in ensuring the smooth delivery of our wealth management services. You’ll be part of a dynamic team that’s passionate about making a difference in people’s lives.

How you succeed
To succeed in this role, you’ll need to be meticulous, organized, and able to work well under pressure. You’ll need to build strong relationships with our wealth management teams and external partners to ensure seamless execution of our services. Your attention to detail and analytical skills will be essential in identifying and resolving operational issues.

What you do
Your day-to-day tasks will include:

• Processing and verifying transactions related to wealth management products
• Conducting reconciliations and investigating discrepancies
• Coordinating with internal teams and external partners to resolve operational issues
• Implementing process improvements to enhance efficiency and reduce risk
• Providing support for system enhancements and testing

Who you are

• A degree in a relevant field, such as finance or business administration
• At least 2 years of experience in operations or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work well under pressure and meet deadlines
• Strong attention to detail and organizational skills

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.