Wealth Ops: Stock Transfer Specialist

OCBC Group; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

OCBC Group in Singapore is seeking a Wealth Management Operations Specialist - Stock Transfer to join onsite on a full-time basis. You will process and verify stock transfer instructions, coordinate with external custodians and brokers, and ensure timely, accurate transfers for high-net-worth clients.

The ideal candidate holds a degree in finance, accounting, or business administration, with at least 2 years in operations within wealth management or stockbroking.

Qualifications

• A degree in finance, accounting, or business administration.
• At least 2 years of experience in operations, preferably in wealth management or stockbroking.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and interpersonal skills.
• Familiarity with SGX and MAS regulatory requirements.

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 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.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Attention to detail

Prioritization

Education

Degree in finance, accounting, or business administration

Tools

Microsoft Office (Excel)

Operations systems/software

Job description

OCBC Group in Singapore is seeking a Wealth Management Operations Specialist - Stock Transfer to join onsite on a full-time basis. You will process and verify stock transfer instructions, coordinate with external custodians and brokers, and ensure timely, accurate transfers for high-net-worth clients.

The ideal candidate holds a degree in finance, accounting, or business administration, with at least 2 years in operations within wealth management or stockbroking.