Private Wealth Manager Private Wealth Manager …

OCBC Wing Hang Bank Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
To be confirmed
OCBC Wing Hang Bank Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
To be confirmed
OCBC Wing Hang Bank Limited
Private Wealth Manager

Responsibilities:

  • Serve and provide wealth management services to private wealth segment customer
  • Promote various wealth business products including investment and insurance base on customer need
  • Provide regular account review for private wealth segment customer to align with compliance requirements
  • Achieve assigned target and KPI from bank directives

 

Requirements:

  • University degree in Finance, Economics or related disciplines
  • Minimum 5 years’ experience in handling affluent customers
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CFA or CFP qualifications
  • Strong sales driven and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua
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