Relationship Manager Associate

OCBC; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Job summary

OCBC in Hong Kong invites applications for the Relationship Manager Associate role. You will join a structured development journey with training, practical exposure, and mentoring to build a successful career in Consumer Financial Services.

The program covers wealth management, retail banking, and financial planning, with licensing support and a clear pathway to a Relationship Manager role. Candidates with diploma or bachelor’s degree and strong communication skills, English/Chinese, and

Qualifications

• Diploma or bachelor’s degree (any discipline) preferred.
• Candidates should obtain HKSI/IIQE licenses during probation.
• 2+ years of sales or service experience in Retail is welcome.
• Strong communication and interpersonal skills in English and Chinese.

Responsibilities

• Develop strong understanding of bank products, wealth management and customer needs.
• Deliver professional services and recommend tailored banking and wealth solutions.
• Conduct financial needs analysis to identify suitable products.
• Build and maintain long-term customer relationships with proactive engagement.
• Support sales activities and branch campaigns to meet targets.
• Ensure compliance with regulatory requirements and risk standards.
• Collaborate with cross-functional teams for seamless customer experiences.
• Complete required training and licensing examinations.

Skills

Relationship management

Consultative selling

Customer engagement

Wealth solutions

Licensing support

Education

Diploma or Bachelor's degree

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.

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

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.