Senior Relationship Manager, SME Wealth & Advisory

Ambition; Hong Kong Island; Vor Ort; HKD 420.000 - 720.000; Vollzeit

Zusammenfassung

OCBC Bank (Hong Kong) Limited is recruiting a Senior Relationship Manager for Emerging Business (SME) to deliver wealth management and personal banking solutions through the branch network in Central and Western District. You will build and deepen client relationships, perform financial needs analyses, and tailor products to clients’ goals and risk profiles.

You will collaborate with internal partners to identify referrals, promote cross-selling, and develop a strong sales pipeline while

Qualifikationen

• Bachelor's degree or equivalent qualification.
• IIQE, HKSI, MPF, and CFP® certifications are highly desirable.
• Certified Banker (CB) professional qualifications will be an advantage.
• Minimum 2 years solid experience in retail banking with knowledge of investment and insurance products; corporate banking exposure helpful.
• Strong stakeholder management and ability to drive referrals across teams.
• Excellent written and spoken English and Chinese; Putonghua is a plus.

Aufgaben

• Serve as a trusted advisor and deliver wealth management and personal banking solutions to customers through the branch network.
• Build, nurture, and deepen long-term relationships with existing and prospective clients to drive loyalty and growth.
• Conduct thorough financial needs analyses to understand customers' banking, investment, insurance, and wealth management requirements.
• Recommend and tailor financial products and services based on customers' goals, risk appetite, and needs.
• Collaborate with internal partners to identify referral opportunities and promote cross-selling to grow revenue.
• Partner with Branch Managers, District Managers, Investment Specialists, Wealth Coaches and others to develop a robust sales pipeline and meet targets.
• Ensure all activities comply with regulatory requirements, internal policies, and AML standards.
• Provide coaching and knowledge sharing to junior team members when required.
• Support branch-based and external marketing campaigns, customer events, and promotional activities.

Ausbildung

Bachelor's degree or equivalent qualification

IIQE

HKSI

MPF

CFP®

Certified Banker (CB)

Jobbeschreibung

OCBC Bank (Hong Kong) Limited is recruiting a Senior Relationship Manager for Emerging Business (SME) to deliver wealth management and personal banking solutions through the branch network in Central and Western District. You will build and deepen client relationships, perform financial needs analyses, and tailor products to clients’ goals and risk profiles.

You will collaborate with internal partners to identify referrals, promote cross-selling, and develop a strong sales pipeline while