Senior Private Banking 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

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.