Manager, Wealth Portfolio Management at OCBC Bank

職位 Manager, Wealth Portfolio Management
刊登日期 11 Jan 2026
已過期 10 Feb 2026
公司名稱 OCBC Bank
地點 香港 | HK
僱傭形式 Full Time

職位描述:

最新職位資訊來自 OCBC Bank 職位為 Manager, Wealth Portfolio Management. If the Manager, Wealth Portfolio Management 職位空缺在 香港 符合您的資格,請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意,求職申請並非總是容易的,申請人必須符合公司設定的特定要求。我們希望以下在 OCBC Bank 職位為 Manager, Wealth Portfolio Management 的職業機會適合您的專業資格。

WHO WE ARE:

As 新加坡'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.

Handle the investment and insurance wealth management referral from Wholesale Banking Group, Emerging Business. Provide one-stop solution on investment services to customers

Main 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

Requirements

  • University graduate
  • HKSI with CFA/CFP definite advantage
  • Qualifications in IIQE
  • Minimum 5 years in banking industry related to wealth management business. Experience in Commercial wealth management business are preferred
  • 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
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.

工作資料:

  • 公司名稱: OCBC Bank
  • 職位: Manager, Wealth Portfolio Management
  • 工作地點: 香港
  • 國家: HK

如何提交申請:

在閱讀並了解職位資料中說明的入職標準及最低資格要求後, Manager, Wealth Portfolio Management at the office 香港 以上,請立即準備好求職信、履歷表(CV)、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

此招聘廣告已過期(刊登超過 30 天)。
請在我們的平台上搜尋最新的工作機會: 首頁.

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