Wealth Management Operations Specialist

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, 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 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
• 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.