HNW Wealth Advisor VP: Strategic Client Partner

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

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.