Relationship Manager Associate

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Community initiatives

Job summary

OCBC Bank (Hong Kong) Limited invites aspiring Relationship Manager Associates to join a funded development path in Retail Banking. You will undergo structured training, branch attachments, and on-the-job coaching to build a successful career in wealth management and consumer financial services.

With a focus on customer needs, you will deliver tailored banking solutions, progress through a clear career pathway, and contribute to a high-performance team across branches in Hong Kong.

Qualifications

• Diploma or bachelor’s degree required; HKCEE/HKDSE with 5 subjects incl. Chinese/English and Maths accepted.
• Candidates must obtain HKSI/IIQE licenses within probation.
• At least 2 years sales/service in retail preferred.
• Strong drive for sales, customer engagement and wealth knowledge.
• Excellent Chinese and English communication; Putonghua a plus.

Responsibilities

• Develop understanding of bank products, wealth management solutions and customer needs.
• Deliver tailored banking and wealth solutions to meet customers’ goals.
• Conduct financial needs analysis and identify suitable products and services.
• Build long-term customer relationships through quality service and proactive engagement.
• Support sales activities, customer acquisition and branch campaigns while ensuring compliance.

Skills

Sales

Customer engagement

Wealth management

Communication skills

Team player

English & Chinese

Education

Diploma or Bachelor's degree

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.

Purpose of the role:

We are looking for aspiring sales talents who are passionate about wealth management and retail banking. As a Relationship Manager Associate, you will join a structured development journey that provides comprehensive trainings. practical exposure, and processional support to help you build a successful career in Consumer Financial Services.

Join us and take the next step in your Retail Banking career and be part of the winning team.

By joining us as the Relationship Manager Associate, you will:

Benefit from a structured training and development programme designed to accelerate your career as a Relationship Manager

Gain practical experience through branch attachments and on-the-job training

Develop broad-based knowledge in retail banking, wealth management and financial planning

Develop strong customer relationship management and consultative selling techniques

Receive dedicated coaching and mentorship from experienced branch leaders

Strengthen your expertise in portfolio management, customer engagement and wealth solutions

Obtain relevant professional licenses and certifications with dedicated support

Develop a comprehensive understanding of the Bank's products, services and customer value propositions

Progress through a clear career pathway towards a Relationship Management role

What you will be doing:

Develop a strong understanding of the Bank’s products, services, wealth management solutions and customer needs

Deliver professional services and recommend tailored banking and wealth solutions to meet customers’ goals

Conduct financial needs analysis and identify suitable products and services for customers

Build and maintain long-term customer relationships through quality service and proactive engagement

Support sales activities, customer acquisition initiatives and branch campaigns to achieve performance targets

Ensure compliance with regulatory requirements, internal policies and risk management standards

Collaborate with cross-functional teams to deliver seamless customer experiences

Complete all required training, assessments and licensing examinations

Who are we looking for:

Holder of Diploma or bachelor’s degree in any disciplines is preferred; with 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent

Candidates are required to obtain the relevant professional licenses/certifications (such as HKSI and IIQE qualifications) within the probation period, (e.g. HKSI Licensing Examination, or other relevant certifications).

Candidates with at least 2 years of sales or service experience in any Retail Business field are welcome

Strong passion for sales, customer engagement and wealth management

Excellent interpersonal, communication and relationship-building skills

Self-motivated, proactive and driven to achieve results

Strong learning agility and willingness to take on new challenges

Effective team player with a positive attitude

Good command of written and spoken English and Chinese; proficiency in Putonghua is an advantage

Willing to rotate across branches and undertake different learning assignments

#LI-SL1

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.

Purpose of the role:

We are looking for aspiring sales talents who are passionate about wealth management and retail banking. As a Relationship Manager Associate, you will join a structured development journey that provides comprehensive trainings. practical exposure, and processional support to help you build a successful career in Consumer Financial Services.

Join us and take the next step in your Retail Banking career and be part of the winning team.

By joining us as the Relationship Manager Associate, you will:

Benefit from a structured training and development programme designed to accelerate your career as a Relationship Manager

Gain practical experience through branch attachments and on-the-job training

Develop broad-based knowledge in retail banking, wealth management and financial planning

Develop strong customer relationship management and consultative selling techniques

Receive dedicated coaching and mentorship from experienced branch leaders

Strengthen your expertise in portfolio management, customer engagement and wealth solutions

Obtain relevant professional licenses and certifications with dedicated support

Develop a comprehensive understanding of the Bank's products, services and customer value propositions

Progress through a clear career pathway towards a Relationship Management role

What you will be doing:

Develop a strong understanding of the Bank’s products, services, wealth management solutions and customer needs

Deliver professional services and recommend tailored banking and wealth solutions to meet customers’ goals

Conduct financial needs analysis and identify suitable products and services for customers

Build and maintain long‑term customer relationships through quality service and proactive engagement

Support sales activities, customer acquisition initiatives and branch campaigns to achieve performance targets

Ensure compliance with regulatory requirements, internal policies and risk management standards

Collaborate with cross-functional teams to deliver seamless customer experiences

Complete all required training, assessments and licensing examinations

Who are we looking for:

Holder of Diploma or bachelor’s degree in any disciplines is preferred; with 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent

Candidates are required to obtain the relevant professional licenses/certifications (such as HKSI and IIQE qualifications) within the probation period, (e.g. HKSI Licensing Examination, or other relevant certifications).

Candidates with at least 2 years of sales or service experience in any Retail Business field are welcome

Strong passion for sales, customer engagement and wealth management

Excellent interpersonal, communication and relationship-building skills

Self-motivated, proactive and driven to achieve results

Strong learning agility and willingness to take on new challenges

Effective team player with a positive attitude

Good command of written and spoken English and Chinese; proficiency in Putonghua is an advantage

Willing to rotate across branches and undertake different learning assignments

#LI-SL1

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.