Wealth Management Funds Services Team Lead - VP

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 Funds Services Team Lead

Why Join
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.

How you succeed
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.

What you do

• Responsible for the day-to-day management of the Fund Services Team across orders placement and trade settlement (Across Mutual Funds / Hedge Funds / Private Equity Funds)

• Ensure operational efficiency and minimal level of operational risk

• Provide guidance as point of escalation on proper resolution of issue

• Provide operation representation in all new product implementations

• Conduct regular review of existing processes and procedures to ensure maximum operational efficiency and controls are watertight.

• Drive the initiation and implementation of new processes and workflow

• Undertake and lead ad hoc projects and initiatives (e.g. UAT, system upgrade, etc)

Who you are

• Degree in Business, Banking/Finance, Accounting, or equivalent work experience.

• Minimum 7 years of funds order placement and settlement experience, preferably in private banking

• A strong team player with a can-do attitude and ability to speak for the team and influence them.

• Must possess hands-on ability to perform trade processing and settlements.

• Strong communication and interpersonal skills and able to engage stakeholders at all levels.

• Strong knowledge in private banking system infrastructures and regulatory requirements.

• Able to perform under limited supervision.

• Able to make sound and independent decisions in resolving issues.

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.