Senior HNW Wealth Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

OCBC Bank in Hong Kong seeks an experienced wealth manager to serve high net worth clients and help grow assets. You will tailor investment solutions, manage client relationships, and collaborate with branch staff to drive business growth.

Applicants should have at least 5 years’ experience with affluent clients, HKSI/IIQE licensing, and CFA/CFP is a plus. Strong English and Chinese (incl. Putonghua) skills are essential.

Qualifications

• Bachelor's degree preferred; or 5 HKCEE/HKDSE subjects including English, Chinese and Maths.
• Minimum 5 years' experience handling affluent customers.
• Pass HKSI and IIQE licensing examinations.
• CFA or CFP qualifications preferred.
• ECF-RWM qualification would be an advantage.

Responsibilities

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

Skills

Wealth management

Sales driven

English, Chinese, Putonghua

Education

Bachelor's degree or HKCEE/HKDSE equivalence

Job description

OCBC Bank in Hong Kong seeks an experienced wealth manager to serve high net worth clients and help grow assets. You will tailor investment solutions, manage client relationships, and collaborate with branch staff to drive business growth.

Applicants should have at least 5 years’ experience with affluent clients, HKSI/IIQE licensing, and CFA/CFP is a plus. Strong English and Chinese (incl. Putonghua) skills are essential.