Senior/Wealth Solutioning Manager

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

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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.