Manager, Wealth Portfolio Management

OCBC; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Wellbeing and growth

Job summary

OCBC in Hong Kong seeks a wealth management professional to establish relationships with Wholesale Banking Group, Emerging Business clients, and provide end-to-end investment and insurance wealth management solutions. You will join joint meetings with relationship managers and keep clients updated on market trends.

The role requires a university degree, 5+ years in banking wealth management, and a strong compliance mindset. An HKSI/CFA CFP is advantageous, with IIQE qualifications favored.

Qualifications

• University degree required with relevant wealth management exposure.
• Advanced professional qualifications (HKSI, CFA/CFP) are a definite advantage.
• IIQE certified candidates are preferred.
• Minimum 5 years in banking, wealth management experience preferred.
• Strong compliance mindset and regulatory awareness.

Responsibilities

• Establish banking relationships with Wholesale Banking Group, Emerging Business clients on investment and insurance wealth management.
• Attend joint meetings with relationship managers on investment referrals.
• Provide end-to-end wealth management solutions to clients.
• Deliver market and product updates to customers regularly.
• Ensure activities comply with regulatory and internal guidelines.

Skills

Independent work

Analytical thinking

Attention to detail

Time management

Effective communication

Compliance mindset

Education

University graduate

HKSI with CFA/CFP advantage

IIQE

Tools

Excel

PowerPoint

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.

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.
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
• Strong compliance mindset
• Good knowledge of PC application software including Excel & PowerPoint.
  

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.