Wealth Management Manager

Job level Middle
Work exp Minimum 5 Years
Education Bachelor Degree
Location N/A
Employment type Permanent
Benefits 13-month pay, Discretionary bonus, Education subsidies, Insurance plan, Medical plan
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Retail Banking / Branch Banking
Published On 28/09/2016


  • 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


  • 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)

Attractive remuneration package will be offered to the right candidate.  Please apply with full resume stating present & expected salary and contact phone number to The Human Resources Manager, 10/F, 161 Queen’s Road Central, Hong Kong or via email to hrd_hk@ocbcwh.com. Please quote the reference.

Personal data collected will be used for recruitment purpose only.  For more information, please visit our website: http:www.ocbcwhhk.com.