Client Advisor (Rank: VP)

OCBC; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Industry-leading learning and professional development opportunities

Job summary

OCBC in Hong Kong is seeking a dedicated professional to manage high-net-worth portfolios, delivering exceptional client service and tailored financial solutions. You will act as a primary advisor, achieving KPIs while ensuring compliance with regulatory standards.

The ideal candidate should possess a university degree in Finance or Economics, HKSI & IIQE qualifications, and a minimum of 8 years' experience with affluent customers. Proficiency in English, Chinese, and Putonghua is essential, along with preferred CFA or CFP qualifications.

Qualifications

• Minimum 8 years' experience in handling affluent customers.
• Strong command of MS Office and computer skills.

Responsibilities

• Act as the primary trusted advisor for high-net-worth customers.
• Manage a defined HNW client portfolio and conduct regular reviews.
• Achieve agreed financial and non-financial KPIs.

Skills

Sales driven and result-oriented

Proficiency in English, Chinese, and Putonghua

Education

University degree in Finance, Economics or related disciplines

CFA or CFP qualifications

Qualifications of HKSI & IIQE

Qualifications of ECF-RWM (advantage)

Tools

MS Office

Job description

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 organization. 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 further or simply enjoy a vibrant, future‑ready career. Your opportunity starts here.

Job Summary

Delivering exceptional client service, managing high‑net‑worth portfolios, and providing tailored financial solutions to enhance client satisfaction and drive business growth.

What You Will Be Doing

• Act as the primary trusted advisor for high‑net‑worth customers, delivering holistic financial solutions covering wealth accumulation, preservation, and succession planning.
• Achieve agreed financial and non‑financial KPIs, including fee income, AUM expansion, increased product holdings per client, acquisition and retention of target clients, and improvement in service standards.
• Proactively manage a defined HNW client portfolio, conducting regular reviews to identify cross‑sell or up‑sell opportunities aligned with client’s needs and risk profiles.
• Adhere to internal controls standards and ensure full compliance with regulatory requirements.

What We Are Looking For

• University degree in Finance, Economics or related disciplines.
• Qualifications of HKSI & IIQE are required.
• Minimum 8 years’ experience in handling affluent customers.
• Good command of MS Office and computer skills.
• Preferably with CFA or CFP qualifications.
• Possess qualifications of ECF‑RWM would be an advantage.
• Strong sales driven and result‑oriented.
• Proficiency in both written and spoken English, Chinese and Putonghua.

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.