OCBC ยท 4 months ago
Manager, Wealth Portfolio Management (License required)
OCBC Hong Kong
Full-time
Onsite
Mid, Senior Level
5+ years expOCBC Bank (Hong Kong) Limited is a long-established bank dedicated to enabling individuals and businesses to achieve their aspirations. In this role, you will handle investment and insurance wealth management referrals, providing comprehensive solutions to customers while ensuring compliance with regulatory guidelines.
Banking
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
Qualification
Required
University graduate
HKSI with CFA/CFP definite advantage
Qualifications in IIQE
Minimum 5 years in banking industry related to wealth management business
ECF RWM / Professional Role 1
Ability to work independently and analyze 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
Preferred
Experience in Commercial wealth management business are preferred
Benefits
A suite of holistic, flexible benefits to suit every lifestyle.
Community initiatives.
Industry-leading learning and professional development opportunities.
Company
OCBC
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.
10001+ employees
H1B Sponsorship
OCBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase