Wealth Management Manager

  • to be confirmed
  • Hong Kong
  • CDI, Plein-temps
  • OCBC Wing Hang Bank Limited
  • 19 nov. 18

Promote investment products to target customers. Degree holder & CFA/CFP preferred. Min. 5 yrs. exp.with pass in HKSI & IIQE.

 

Responsibilities:

  • Serve and provide wealth management services to high net worth customers
  • Promote various investment products to meet business targets
  • Provide marketing support to branch staff

 

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 drive and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua

 

(Candidate with less experience may be considered for the post of Assistant Manager)