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。
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