Wealth Management Operations Specialist - Stock Transfer

OCBC Group; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Flexible benefits package

Wellbeing programs

Job summary

OCBC Bank is seeking a Wealth Management Operations Specialist to oversee stock transfer processes for high net worth clients. You will verify instructions, coordinate with custodians and brokers, and ensure timely, compliant transfers while maintaining meticulous records.

The role requires a finance/business degree and at least 2 years in operations within wealth management or stockbroking, with strong Excel proficiency and excellent communication across diverse teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Business is required or equivalent.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent communication and interpersonal skills 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 thorough checks to ensure regulatory compliance and internal policies.
• Investigate and resolve discrepancies during the transfer process.
• Maintain accurate records and reports to ensure audit trails.

Skills

Analytical skills

Attention to detail

Communication

Stakeholder management

Regulatory knowledge

MS Excel

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

MS Excel

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.
• Find the best version of yourself in a friendly, supportive team.
• 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.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.