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Team Head, Wealth Management

OCBC

3.0
44 reviews
OCBC
Job Type   /   Job Level
Full-time   /   Others/Any
Company Location
Hong Kong
Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Job Description

What you will be doing:

  • 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

What We Are Looking For

  • 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
  • Possess qualifications of ECF-RWM would be an advantage

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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