Private Wealth Manager

Employer
OCBC Wing Hang Bank Limited
Location
Hong Kong, Hong Kong
Salary
To be confirmed
Posted
May 29, 2019
Closes
Jun 28, 2019
Ref
5820503
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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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