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AVP / Manager, Wealth Portfolio Management

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Job ref no.: MW/CFS-AVP-M-WPM/CT
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AVP / Manager, Wealth Portfolio Management

OCBC Bank (Hong Kong) Limited
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Handle the investment and insurance wealth management referral from Wholesale Banking Group, Emerging Business. Provide one-stop solution on investment services to customers

Main Responsibilities
  • Establish banking relationship with Wholesale Banking Group, Emerging Business banking customers on investment and insurance wealth management services
  • Joint meeting with Wholesale Banking Group, Emerging Business relationship manager on investment business referral
  • Provide end-to-end investment wealth management solution to customers
  • Provide market/product updates to customers on regular basis.
  • Ensure all activities are comply with regulatory and internal guidelines

Requirements
  • University graduate
  • HKSI with CFA/CFP definite advantage
  • Qualifications in IIQE
  • Minimum 5 years in banking industry related to wealth management business.
  • Experience in commercial wealth management business is preferred
  • ECF RWM / Professional Role 1
  • Ability to work independently and analyse situations with prioritize
  • Attention to details with strong organizational and time management
  • Able to communicate effectively with influencing
  • Strong compliance mindset
  • Good knowledge of PC application software including Excel & PowerPoint.

More Information

Job ref no.MW/CFS-AVP-M-WPM/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
  • 5 years - 15 years
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.