Overview
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.
Wealth Management Operations – Fees & Accruals (4-Month Contract)
Why Join
As a key member of our Wealth Management Operations team, you’ll play a vital role in ensuring the smooth delivery of our wealth management services to our clients. You’ll have the opportunity to work with a wide range of financial products and services, and contribute to the growth and success of our business. You’ll be part of a dynamic team that is dedicated to providing exceptional client service and support.
Primary Role
· Processing of periodic fees such as custody fee, management fee and trailer fees across
different booking offices
· Liaise with Front Office, IT and other stakeholders within the bank on fees related query
· Review monthly invoices from custodians and posting of ledger entry
· Posting of ORE financial loss/gain for all business units
· Daily EOD check and MIS reporting
· Ensure existing Robotics Process Automation (RPA) bots are working as per intended behavior
and troubleshoot if any issues arise
· Support UAT / RPA testing
· Escalate to team lead/manager for any exception request
· Other ad-hoc tasks assigned by team lead/manager
Essential Skills
· 2-3 years experienced in private banking environment
· Team Player with ability to work independently
· Organized and excellent time management and prioritization skills
· Able to identify key issues and attention to details
· Good critical thinking and foster collaboration for process improvement
· Good sense of control and risk awareness
· Strong interpersonal and communication skills and able to interact effectively with various
stakeholders
Education Requirement
· Polytechnic or University degree
· Fluency in English is essential
· Clear written and verbal communication skills with all levels of staff
· Good knowledge of Microsoft Office
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.
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About
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.
