Aspiring Relationship Manager — Wealth & Banking Career Path

OCBC; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Job summary

OCBC in Hong Kong invites applications for the Relationship Manager Associate role. You will join a structured development journey with training, practical exposure, and mentoring to build a successful career in Consumer Financial Services.

The program covers wealth management, retail banking, and financial planning, with licensing support and a clear pathway to a Relationship Manager role. Candidates with diploma or bachelor’s degree and strong communication skills, English/Chinese, and

Qualifications

• Diploma or bachelor’s degree (any discipline) preferred.
• Candidates should obtain HKSI/IIQE licenses during probation.
• 2+ years of sales or service experience in Retail is welcome.
• Strong communication and interpersonal skills in English and Chinese.

Responsibilities

• Develop strong understanding of bank products, wealth management and customer needs.
• Deliver professional services and recommend tailored banking and wealth solutions.
• Conduct financial needs analysis to identify suitable products.
• Build and maintain long-term customer relationships with proactive engagement.
• Support sales activities and branch campaigns to meet targets.
• Ensure compliance with regulatory requirements and risk standards.
• Collaborate with cross-functional teams for seamless customer experiences.
• Complete required training and licensing examinations.

Skills

Relationship management

Consultative selling

Customer engagement

Wealth solutions

Licensing support

Education

Diploma or Bachelor's degree

Job description

OCBC in Hong Kong invites applications for the Relationship Manager Associate role. You will join a structured development journey with training, practical exposure, and mentoring to build a successful career in Consumer Financial Services.

The program covers wealth management, retail banking, and financial planning, with licensing support and a clear pathway to a Relationship Manager role. Candidates with diploma or bachelor’s degree and strong communication skills, English/Chinese, and