High Net Worth - Private Banking - VP

Bank of Singapore Limited (Hong Kong Branch); Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Equal opportunity

Fair employment

Job summary

Bank of Singapore Limited (Hong Kong Branch) is seeking a seasoned Private Banking professional to manage a portfolio of high net worth clients, delivering tailored financial solutions and personalized advisory services.

You will build long-term client relationships, collaborate with investment specialists and wealth planners, and stay abreast of market trends, regulatory changes and opportunities to help clients meet their goals through strategic wealth planning and exceptional service.

Qualifications

• A degree in finance, economics, or business.
• At least 5 years of experience in private banking or wealth management.
• Strong investment product knowledge and wealth planning capabilities.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Professional certifications such as CFA or CFP are an asset.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain strong client relationships and understand financial goals.
• Identify opportunities to provide investment, wealth planning and related services.
• Collaborate with internal investment specialists, wealth planners and experts.
• Stay up-to-date with market trends and regulatory changes affecting clients.

Skills

Communication skills

Analytical skills

Relationship building

Strategic thinking

Problem-solving

Education

Bachelor's degree in finance, economics or business

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today! This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

High Net Worth - Private Banking

Why Join

Imagine a career where you can make a real difference in the lives of high net worth individuals and families. As a Private Banking professional at OCBC, you'll have the opportunity to build long-term relationships with clients, understand their unique needs, and provide tailored financial solutions to help them achieve their goals.

How you succeed

To excel in this role, you'll need to take a holistic approach to understanding your clients' financial situations, goals, and aspirations. This involves building strong relationships, identifying opportunities, and providing expert advice on investment, wealth planning, and other financial matters. Your ability to think strategically, communicate effectively, and work collaboratively with internal stakeholders will be key to your success.

What you do

• Manage a portfolio of high net worth clients, providing personalized financial solutions and advice
• Develop and maintain strong relationships with clients, understanding their financial goals and aspirations
• Identify opportunities to provide investment, wealth planning, and other financial services to clients
• Collaborate with internal stakeholders, including investment specialists, wealth planners, and other experts
• Stay up-to-date with market trends, regulatory changes, and other factors that may impact clients' financial situations

Who you are

• A degree in a relevant field, such as finance, economics, or business
• At least 5 years of experience in private banking, wealth management, or a related field
• Strong understanding of investment products, wealth planning, and other financial services
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
• Strong analytical and problem-solving skills, with the ability to think strategically and make informed decisions
• Professional certifications, such as CFA or CFP, are an asset

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.

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.
• Equal opportunity.
• Fair employment.
• Selection based on ability and fit with our culture and values.

Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Lets build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world's highest credit rating (Aa1 by Moody's and AA- by both Fitch and S&P). We offer private banking services through our 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. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.