Wealth Management Team Lead — Premier Banking Growth

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

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.