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Team Head, Wealth Management (Consumer Financial Services)

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Job ref no.: GT/CFS-WM-AVP/CT
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Team Head, Wealth Management (Consumer Financial Services)

OCBC Bank (Hong Kong) Limited
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Main Responsibilities
  • Manage and coach a team of Personal Financial Consultant and Premier Relationship Managers.
  • Formulate business strategies to meet the Team Key Performance Indicators.
  • Identify sales opportunities to acquire new Premier customers, grow deposits, investment revenues, insurance revenues and related financial KPI.
  • Lead the Team to provide quality customer service and customer enquiries handling.
  • Ensure adherence to credit, operational, account opening, and sales activities are in compliance with regulatory and control requirements of the Bank at all times.
  • Have strong sales discipline and provide support to the BM in business growth.

Requirements
  • 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.  Good PC skills. 
  • Excellent interpersonal skills, strong sales drive
  • Good data analysis skills
  • Ability to work under pressure and with strategic mind set

More Information

Job ref no.GT/CFS-WM-AVP/CT
SalaryN/A (Search your salary info in SalaryCheck)
Benefit
  • 5-day week
  • Birthday leave
  • Discretionary bonus
  • Family medical plan
  • Insurance plan
  • Medical plan
Job Function
Work Model
  • On-site / At the workplace
Industry
Experience
  • 10 years - 20 years or above
Career Level
  • Middle management level
Education
  • Master's degree
  • Degree
Overview
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is one of the world’s most highly-rated banks, with Aa1 by Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC is the second largest financial services group in Southeast Asia by assets. The Group offers a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
OCBC’s private banking services are provided by its 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. Its insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the leading asset management companies in Southeast Asia.
The Group’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has close to 420 branches and representative offices in 19 countries and regions.
For more information, please visit www.ocbc.com.hk to learn more about OCBC Hong Kong.

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