Static Support Officer

1 month ago


Singapore OCBC Full time
Job Title: Static & Client Support Processing Officer- Group Wealth Operations

This is an operational role supporting the bank's high net worth customers on Portfolio & Counterparty Static Creation/Maintenance.

Key Responsibilities:
  • Perform wealth account opening/closure, tag different currencies to investment cash accounts
  • Set up sub trading accounts with broker
  • Set up safekeeping accounts with custodians
  • Collect W8BEN forms from front office and provide to custodians
  • Handle queries from various counterparties, relationship managers and relationship officers
  • Handle adhoc projects/initiatives and user acceptance testings
Requirements:
  • Diploma Holder & above
  • Good product & banking knowledge
  • At least 2 years of work experience in Operations departments of banks/financial institutions, preferably with exposure in Static Creation/Maintenance and/or Account Opening
  • Meticulous and have a keen eye for details
  • Able to work under stress and can adapt to changes
  • Good inter-personal skills
  • Good team player


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