Private Wealth Manager
- Employer
- OCBC Wing Hang Bank Limited
- Location
- Hong Kong, Hong Kong
- Salary
- To be confirmed
- Closing date
- Jun 27, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities:
Requirements:
- 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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