Wealth Management Operations Specialist (AVP)

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

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.

Responsibilities

For New Business

• Work with Business, Products and other supporting Functions (such as Finance, Technology, Legal & Compliance, Risk etc) to support new products and services
• Represent Operations in Functional Specialist Meeting to document process flows for new products and services and coordinate product papers review
• Manage tracking and closure of project and change deliverables in relation to new product and services
• Project management of key strategic projects and business initiatives across GWO

For Business Support

• Prepare and analyse data to provide insights and support decision-making such as transaction volume and trend, operations service catalogue and unit processing capacity report
• Coordinate within GWO to liaise with Group Operations on data initiatives
• Support the Head of GWO with preparation of materials for management reporting, meetings or ad-hoc presentations
• Support annual income classification and reclassification processes, including exception management, withholding tax refund allocation coordination, and discrepancy resolution with stakeholders and custodians.
• Undertake other duties as assigned by manager

Qualifications

• Bachelor Degree from a reputable university
• Minimum 7 years relevant experience in Operations preferably within private banking with good understanding of the functions of O&T department, knowledge of products such as Custody, Nostro agents, Securities Services & Derivatives.
• Strong analytical skills with experience in data preparation, trend analysis, operational reporting, and cross-functional collaboration to support data-driven decision-making and operational initiatives
• Strong meeting organization and facilitation skills, experience and ease in interfacing with Senior Management and support teams
• Delivery focused and embracing challenges in a quickly changing, complex and fast-paced environment
• Comfortable challenging ideas and working with disparate groups to bring about consensus. Experienced negotiator and skilled in conflict resolution.
• Self‑motivated and able to work independently and under minimum supervision
• Excellent leadership, communication and interpersonal 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.