Team Head, Wealth Management

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Professional development

Wellbeing support

Job summary

OCBC Bank (Hong Kong) Limited is seeking an experienced Banking leader to oversee a team of Personal Financial Consultants and Premier Relationship Managers. You will develop strategies to achieve KPIs, identify opportunities to onboard Premier clients, and guide the team in delivering exceptional service while ensuring compliance.

With at least 10 years in banking and 2 in supervision, you should possess a university degree in business/finance, HKSI/IIQE licenses, and fluency in English,

Qualifications

• Min 10 years of banking experience, with at least 2 years in supervisory role, in selling retail banking products.
• Preferably university degree graduate in Business, Finance, Accounting, or related disciplines.
• Pass HKSI and IIQE Licensing requirements.

Responsibilities

• 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 KPIs.
• Guide the team in delivering exceptional customer service and effectively addressing customer inquiries.
• Ensure that all credit, operational, account opening, and sales activities adhere to regulatory and control requirements.
• Demonstrate robust sales discipline and provide support to the Branch Manager in driving business growth.

Skills

Interpersonal skills

Sales drive

Data analysis

Communication skills

Ability to work under pressure

Strategic mindset

Education

Bachelor’s degree in Business/Finance/Accounting or related disciplines

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.
• #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.