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Wealth Management Operations Specialist (contract Until 30 Dec 2026)

Streamline wealth management operations processes and resolve system and partner-driven issues
Singapore
Mid-Level
6 hours agoBe an early applicant
OCBC

OCBC

Provides banking, wealth management, and insurance services across Asia with a focus on retail, commercial, and corporate clients.

Wealth Management Operations Specialist

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 (6-month contract), 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.

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.

Your day-to-day tasks will include:

  • Processing and verifying callback / 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 (especially in the area of Remittances, Callback or Client Service role)

    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.

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Wealth Management Operations Specialist (contract Until 30 Dec 2026)
Singapore
Operations
About OCBC
Provides banking, wealth management, and insurance services across Asia with a focus on retail, commercial, and corporate clients.