Overview

CFS Segment Management

Segment Portfolio Manager – (250000B8)

Description

 

Responsibilities:

 

  • Analyse and assess OCBC customer portfolio for growth opportunities with a clear focus on client deepening, onboarding, and engagement processes.
  • Manage end-to-end impact to OCBC segments by tracking client AUM movements and net transfers to wealth ensuring healthy portfolio qualification levels.
  • Leverage data to help drive and manage OCBC consumer banking segmentation strategy roadmap by identifying opportunities and drivers for growth
  • Prepare portfolio reports and create dashboards to diagnose health of the consumer banking portfolio as well as performance of the regional countries
  • Conduct in-depth financial analysis to identify trends, variances, and to develop financial plans and forecasts for the department. This includes analysing key performance indicators (KPIs), financial ratios, and other financial metrics to provide insights and recommendations to support decision-making.
  • Work with key stakeholders across Marketing, Sales, Product, Digital banking & Data Office to actively deploy campaigns focused on acquisition, wealth cross-sell and AUM top-up.
  • Lead project to drive customer metrics and deliver an optimal client engagement model
  • Champion risk management by ensuring department processes & procedures comply to applicable laws, rules and regulations and adhere to bank policy. Appropriately identify and assess risk when business decisions are made, demonstrating consideration for the bank’s reputation, its clients, and assets.

 

Qualifications

 

Qualifications:

  • Analytical and systemic
  • Possesses commercial awareness of the consumer banking industry  
  • Attention to detail and apply business acumen when interpreting data and results
  • Breaks down information in a systematic manner and communicable manner
  • Good communication and presentation skills

 

Primary Location

: Singapore

Job

: Portfolio Management

Organization

: CFS Segment Management

Schedule

: Permanent

: Full-time

Job Posting

: 05-Mar-2025, 11:22:26 AM

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About OCBC Bank

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.