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.

We are seeking a team member to join our Asset Services (AS) function. The incumbent will handle pre-processing checks for all client related payments prior to processing by Remittance team and to perform callback verification on required transactions.

Operations Specialist, Asset Services, Asset Transfer Validation

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
Pre-processing check for payments

• Ensure all relevant approval is obtained and instruction provided by Business adheres to client's signing mandate and procedure
  
• Escalate any deviation to procedure
  
• Coverage includes: Payments, Internal Transfer, Cheque Issuance, Cash Withdrawal, Standby Letter of Credit/Banker's Guarantee, Deposit placement, rollover and withdrawals
  

Callback on Asset Transfer and Static updates

• Ensure callback is conducted in accordance with procedures and policies
  
• Retrieve and verify callback that has been performed by Business prior to processing by the respective operations team
  
• Handle BAU type of queries/issues ensuring that the case is resolved or properly escalated in a timely manner.
  

Control

• Perform End of Day control checks and ensure BAU task are completed
  
• Act as a control unit and be able to identify risk issues while interacting with Front office
  
• Ensure that exception processing is completed exactly according to the conditions set in the approval
  
• Perform an end of day review to ensure tasks are completed by signing off on the end of day checklist
  

Query Management

• Ensure all queries from Business is resolved within expected timeframe or escalated to the correct parties
  

Change Management

• Identify control gaps and work with team to review process efficiency and deliver improvements
  
• Participate in projects as and when required
  

Who you are

• At least 3 years of experience in Private Bank Operations especially in the area of Remittances, Callback or Client Service role
  
• Tertiary education with a good academic track record
  
• Good knowledge of Microsoft Office
  
• Fluency in English is essential
  
• Knowledge of foreign language is a plus
  
• Clear written & verbal communication skills with all levels of staff
  
• Client-oriented mindset
  
• Meticulous and good team player
  
• Ability to work independently & drive initiatives forward until delivery
  
• Ability to work effectively with both Front Office and Support staff, at all levels
  
• Ability to work & deliver under time pressure
  
• Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity
  
• Ability to perform ad-hoc system testing
  

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.