Manager, Wealth Portfolio Management

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

OCBC Bank (Hong Kong) Limited invites experienced wealth management professionals to join our Wholesale Banking Group, Emerging Business, to deliver end-to-end investment and insurance wealth management solutions. Build relationships with customers, provide regular market updates, and collaborate with the relationship manager to maximize investment opportunities.

You will ensure compliance with regulatory and internal guidelines while working independently to analyze situations and prioritize

Qualifications

• University graduate.
• HKSI certification with CFA/CFP advantageous.
• IIQE qualifications.
• Minimum 5 years in banking industry related to wealth management.
• Experience in Commercial wealth management preferred.
• ECF RWM / Professional Role 1.
• Ability to work independently and analyze situations with prioritization.
• Attention to detail with strong organizational and time management.
• Able to communicate effectively with influencing.

Responsibilities

• Establish banking relationship with Wholesale Banking Group, Emerging Business customers on investment and insurance wealth management services.
• Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral.
• Provide end-to-end investment wealth management solution to customers.
• Provide market/product updates to customers on a regular basis.
• Ensure all activities comply with regulatory and internal guidelines.

Skills

Wealth management

Customer relationship handling

Independent work

Analytical thinking

Education

University degree

HKSI certification

CFA/CFP advantageous

IIQE

Job description

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.

Your Opportunity Starts Here.

Handle the investment and insurance wealth management referral from Wholesale Banking Group, Emerging Business. Provide one-stop solution on investment services to customers.

Main Responsibilities

• Establish banking relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management services
• Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral
• Provide end-to-end investment wealth management solution to customers
• Provide market/product updates to customers on regular basis.
• Ensure all activities are comply with regulatory and internal guidelines

Requirements

• University graduate
• HKSI with CFA/CFP definite advantage
• Qualifications in IIQE
• Minimum 5 years in banking industry related to wealth management business. Experience in Commercial wealth management business are preferred
• ECF RWM / Professional Role 1
• Ability to work independently and analyze situations with prioritize
• Attention to details with strong organizational and time management
• Able to communicate effectively with influencing