Group Wealth Operations
2 days ago
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.
Group Wealth Operations (GWO) Functional Management Manager
Why Join
Imagine being part of a team that helps people grow their wealth and achieve their financial goals. As a Group Wealth Operations (GWO) Functional Management Manager 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
Your day-to-day tasks will include:
Prepare and analyse data to provide insights and support decision-making such as transaction volume and trend, operations service catalogue and unit processing capacity report
Coordinate within Group Wealth Operations (GWO) to liaise with Group Operations on data initiatives
Support the Head of GWO with preparation of materials and talking points for management reporting, meetings or ad-hoc presentations
Secretariat for GWO management meetings to support operation goal achievement and track work plan deliverables
Provide administrative support such as office space planning, seating restack coordination and manage cost allocation matrix
Support GWO management with strategic and staff engagement initiatives such as operation budget planning, establishing operating SLA / KPI and town hall event
Undertake other duties as assigned by manager
Who you are
A degree in a relevant field, such as finance or business administration
At least 7 years relevant experience in Operations preferably within private banking with good understanding of the functions of O&T department
Strong analytical and problem-solving skills, comfortable with data work and attention to details
Excellent communication and interpersonal skills
Experience in facilitating discussion and interacting with senior management stakeholders
Highly motivated and able to work independently taking initiative on assigned responsibilities
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.
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. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
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.
-
Junior Wealth Executive
7 days ago
Singapore Wealth Asia Full time $40,000 - $60,000 per yearThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...
-
Junior Wealth Executive
3 days ago
Singapore WEALTH ASIA LLP Full timeThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. **Core Function & Support**: - Provide direct administrative and analytical support to the Executive...
-
Assistant Wealth Manager
1 day ago
Singapore WEALTH ASIA LLP Full timeThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...
-
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeThere was a time you were convinced that becoming a Financial Adviser was the right path for you, but did any of these reasons make you step away? - Unable to build a stable and growing income? - Insufficient mentorship and guidance from your leaders? - Lack of marketing support or activities for sales lead generation? If you possess the drive, attitude and...
-
Singapore Macquarie Group Limited Full time-Join our Wealth Distribution team, as a part of our Client Solutions Group in Singapore.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You’ll be part of a friendly and...
-
Group Wealth Operations
3 days ago
Singapore OCBC Bank Full time**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...
-
FINANCIAL CONSULTANT
1 week ago
Singapore St. James's Place Wealth Management Full timeA Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance. Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and...
-
Investing Non-Executive Director
1 day ago
Singapore Sustainable Wealth Group Full timeThis is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage. The role will be to work with our client's Board of Directors on specific requirements based on your experience and expertise. Seniority level Executive Employment type Part-time...
-
Group Wealth Operations
11 hours ago
Singapore OCBC Full timeWHO 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...
-
Back to Work- Wealth Planning Manager
1 day ago
Singapore DBS Bank Full timeBack to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group Join to apply for the Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS