Senior/ Executive Premier Relationship Manager

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC Bank (Hong Kong) Limited is seeking a wealth management professional to serve high net worth clients and promote investment products. You will also support branch staff with marketing initiatives and client engagement.

The role requires a track record in affluent client servicing, licensing examinations, and strong bilingual communication skills in English, Chinese, and Putonghua. A CFA/CFP is advantageous, with a focus on sales-driven performance.

Qualifications

• Bachelor’s degree preferred; or 5 subjects with strong scores in HKCEE/HKDSE, including Chinese/English and Maths.
• Minimum 5 years’ experience in handling affluent customers.
• Pass in HKSI and IIQE Licensing Examinations.
• CFA or CFP qualifications are advantageous.
• ECF-RWM qualifications would be an advantage.
• Strong sales drive and results orientation.
• 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

Sales experience

Affluent clients

Licensing exams

CFA/CFP preferred

Bilingual English/Chinese/Putonghua

Education

Bachelor’s degree or equivalent HKCEE/HKDSE

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
• #LI-GT1

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.
• Let’s build the bank we need for the future we want.
• Find the best version of yourself in a friendly, supportive team.
• 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

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.