About the role
VP Wealth Product Management role at OCBC, overseeing investment content creation, portfolio monitoring, and driving digital transformation of advisory services using AI and data.
BankingOnsite
Key Responsibilities
- Create and develop content – written materials, videos and podcasts – to communicate OCBC's investment house views.
- Generate personal finance content to improve financial literacy.
- Monitor client portfolio holdings for changes in investment views, price volatility and adverse news, and communicate outcomes.
- Host webinars, video recordings and internal wealth/investment huddles.
- Maintain and enhance excel models, spreadsheets and other tasks for Wealth Advisory services.
- Drive transformation of advisory journey by partnering with digital, data and technology teams to design and deliver new platforms, tools and workflows.
Requirements
- Degree in relevant field such as finance, business, or economics.
- At least 5 to 7 years of experience in sales and advisory roles.
- Strong understanding of wealth management products and services.
- Excellent analytical and problem-solving skills, with comfort working with data, models and digital tools.
- Strong aptitude for change and practical comfort with AI tools.
- Experience partnering with digital/technology teams to shape platforms or workflow enhancements.