Published 3 weeks ago

Manager/AVP, Wealth Portfolio Management (Investment and Insurance Licensed)

OCBC Bank (Hong Kong) Limited

Job Description

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. Since our incorporation, we have been enabling people and communities to realise their aspirations. This is our purpose.

As the second-largest financial services group in Southeast Asia by assets, we hold one of the world’s highest credit ratings: Aa1 by Moody’s and AA- by both Fitch and S&P. Our commitment to excellence has earned us numerous industry accolades, reinforcing our reputation as one of Singapore’s best banks.

With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented by a presence in the leading economies of New York, London and Sydney. As One Group, we support your ambitions across borders with our deep local knowledge – be it growing your personal wealth or capturing business opportunities – for now, and beyond.

OCBC offers private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

Great Eastern Holdings, our insurance subsidiary, is the oldest and most established life insurance group in Singapore and Malaysia.

Lion Global Investors, our asset management subsidiary, is one of the leading asset management companies in Southeast Asia.

The Group has over 400 branches and representative offices in 19 countries and regions.

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

Job Particulars

Job source
CTgoodjobs
Job reference
3153794-01#0215
Date published
13 Nov 2025
Job keywords
Banking / Finance - Retail Banking, Banking, Full-time, Middle management level, Degree, Application Software, Business Banking, CFA, CFP, Compliance, HKSI, IIQE, Insurance, Investment, Investment / Asset Management Manager, Microsoft Excel, Powerpoint, Regulatory, Time Management, Wealth Management, Wealth Management / Financial Planning / Private Banking Manager, Wealth Management Services, Wholesale Banking
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