Wealth Management Operations Specialist - Stock Transfer

OCBC (Singapore); Singapore; On-site; SGD 60,000 - 90,000; Full time

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

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 - Stock Transfer

Why Join

As a key member of our Wealth Management Operations team, you'll play a vital role in ensuring seamless stock transfer processes for our high net worth clients. You'll take pride in delivering exceptional service, building trust, and fostering long-term relationships. This is a unique opportunity to work with a diverse range of assets and contribute to the growth of our clients' wealth.

How you succeed

To excel in this role, you'll need to be meticulous, organized, and proactive. You'll work closely with our front office teams, external custodians, and other stakeholders to ensure timely and accurate stock transfers. Your attention to detail, analytical skills, and ability to prioritize tasks will be essential in meeting our high service standards.

What you do

• 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 any discrepancies or issues that may arise during the transfer process
• Maintain accurate records and reports to ensure audit trails and compliance

Who you are

• A degree in a relevant field, such as finance, accounting, or business administration
• At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment
• Strong analytical and problem-solving skills, with attention to detail and ability to prioritize tasks
• Excellent communication and interpersonal skills, with ability to work with diverse stakeholders
• Familiarity with regulatory requirements and industry standards, such as SGX and MAS rules
• Proficient in Microsoft Office, particularly Excel, and experience with operations systems and software

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.