Team Head, Wealth Management

4 days ago


Hong Kong Island, Hong Kong SAR China OCBC Full time

Be among the first 25 applicants (2 days ago). Responsibilities 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 Qualifications 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. Good data analysis skills Ability to work under pressure and with strategic mind set Possess qualifications of ECF-RWM would be an advantage Seniority level Mid-Senior level Employment type Full-time Job function Business Development, Management, and Strategy/Planning Banking Referrals increase your chances of interviewing at OCBC by 2x. Get notified about new Head of Wealth Management jobs in Hong Kong, Hong Kong SAR . #J-18808-Ljbffr



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