Senior/ Executive Premier Relationship Manager

OCBC; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning and development opportunities

Job summary

A leading financial services provider in Hong Kong is seeking an experienced professional to provide wealth management services to high net worth customers. The role involves promoting investment products and supporting branch staff. Candidates should have at least 5 years of experience with affluent clients, a relevant degree, and strong sales skills. Proficiency in English, Chinese, and Putonghua is essential. This position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Minimum 5 years’ experience in handling affluent customers.
• Holder of bachelor’s degree in any disciplines is preferred.
• Strong sales driven and result-oriented.
• Preferably CFA or CFP qualifications.
• ECF-RWM qualifications would be an advantage.
• Strong sales driven and result-oriented.
• Proficiency in English, Chinese and Putonghua.

Responsibilities

• Serve and provide wealth management services to high net worth customers.
• Promote various investment products to meet business targets.
• Provide marketing support to branch staff.

Skills

Strong sales driven

Result-oriented

Proficiency in English

Proficiency in Chinese

Proficiency in Putonghua

Education

Bachelor’s degree or equivalent

Pass in HKSI and IIQE Licensing Examinations

CFA or CFP qualifications

Qualifications of ECF-RWM

CFA/CFP (preferred)

ECF-RWM qualification (advantage)

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.

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.

What You Will Be Doing

• Serve and provide wealth management services to high net worth customers
• Promote various investment products to meet business targets
• Provide marketing support to branch staff

What We Are Looking For

• Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
• Minimum 5 years’ experience in handling affluent customers
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CFA or CFP qualifications
• Possess qualifications of ECF-RWM would be an advantage
• Strong sales driven and result-oriented
• Proficiency in both written and spoken English, Chinese and Putonghua

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.