Team Head, Wealth Management

ocbc; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning &Development

Job summary

OCBC Hong Kong is seeking an experienced banking professional to lead a high-performing Personal Financial Consultant and Premier Relationship Manager team. You will shape business strategies to meet KPIs, identify opportunities, and deliver exceptional client service in a dynamic financial hub.

This role requires a strong sales mindset, deep product knowledge in retail banking, and the ability to ensure regulatory compliance while driving sustainable growth for the bank and its valued customers.

Qualifications

• Min 10 years of banking experience, with at least 2 years in a supervisory role.
• University degree in Business, Finance, Accounting or related fields.
• Pass HKSI and IIQE licensing requirements.
• Proficient in English, Cantonese and Mandarin.
• Excellent interpersonal and communication skills.
• Strong sales drive and data analysis abilities.
• ECF-RWM qualifications would be an advantage.

Responsibilities

• Oversee and mentor a team of Personal Financial Consultants and Premier Relationship Managers.
• Develop business strategies to achieve the team's KPIs.
• Identify sales opportunities to onboard Premier Banking clients and grow deposits, investments and insurance revenue.
• Guide the team in delivering exceptional customer service and addressing inquiries.
• Ensure all credit, operations, account opening and sales activities comply with regulatory requirements.
• Support the Branch Manager in driving business growth with disciplined sales practices.

Skills

Team leadership

Sales strategy

Customer service

Education

University degree

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:

• Oversee and mentor a team of Personal Financial Consultants and Premier Relationship Managers.
• Develop business strategies to achieve the team's Key Performance Indicators.
• Identify sales opportunities to onboard new Premier Banking clients, expand deposits, increase investment and insurance revenues, and meet associated financial and non-financial KPIs
• Guide the team in delivering exceptional customer service and effectively addressing customer inquiries
• Ensure that all credit, operational, account opening, and sales activities consistently adhere to the Bank's regulatory and control requirements
• Demonstrate robust sales discipline and provide support to the Branch Manager in driving business growth

What we are looking for:

• Min 10 years of banking experience, of which 2 years in supervisory role, in selling various retail banking products particularly in investment and insurance products.
• Preferably university degree graduate in Business, Finance, Accounting, or related disciplines
• Pass HKSI and IIQE Licensing requirements
• Proficient in English, Cantonese and Mandarin
• Excellent interpersonal skills and communication skills
• With strong sales drive and good data analysis skills
• With ability to work under pressure and with strategic mind set
• Possess qualifications of ECF-RWM would be an advantage

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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.