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JOB DETAILS

Senior/Wealth Solutioning Manager

CompanyOCBC
LocationChina
Work ModeOn Site
PostedOctober 30, 2026
About The Company
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
About the Role

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.

Job Summary:

  • To assist Head of Wealth Solutioning (or delegate)  
  • To develop and enhance Customer Onboarding. Investment Suitability and Insurance Process in general banking and investment. 
  • To strengthen the existing selling process and suitability framework of Investment Products through streamlining and innovation, in order to achieve satisfactory regulatory standards. 

What you will be doing:

  • Maintain and enhance the selling process of investment product and customer onboarding process, including system development and procedure updates where applicable  
  • Support Investment related projects and change initiatives, including local/regional driven programs 
  • Design and implement improvements to selling process of Investment / Insurance  
  • Provide investment suitability training through new joiner induction and refresher training 
  • Support the investigation and resolution of process- or system related Incidents 
  • Engage front office to support their know-how and solution, including exception handling 

What we are looking for:

  • University graduate
  • HKSI with CFA definite advantage
  • Relevant project management experience of more than 5 years as a Business Analyst / Change Manager in Wealth Management projects
  • Experience in account opening and selling process will be a plus.
  • Good knowledge of application software including Excel & PowerPoint
  • Use of Microsoft Copilot is a MUST
  • Strong compliance and customer centric mindset
  • Ability to work independently and analyze situations with priority
  • Attentive to details with strong organization and time management
  • Able to communicate effectively with influencing

#LI-GT1


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.

Key Skills
Wealth managementProject managementBusiness analysisChange managementInvestment suitabilityCustomer onboardingRegulatory complianceExcelPowerPointMicrosoft CopilotProcess improvementSystem developmentStakeholder engagementRisk managementCommunication
Categories
Finance & AccountingManagement & LeadershipTechnologyConsulting
Benefits
Competitive base salaryFlexible benefitsProfessional development opportunitiesLearning opportunities
Job Information
📋Core Responsibilities
The role involves developing and enhancing customer onboarding, investment suitability, and insurance processes to meet regulatory standards. You will also support investment-related projects, change initiatives, and provide training on investment suitability.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
18519
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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