As Singapore’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.
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.
Skills Required
- University graduate
- HKSI certification
- CFA or CFP
- IIQE qualification
- Minimum 5 years banking experience in wealth management
- Experience in commercial wealth management
- ECF RWM / Professional Role 1
- Ability to work independently and prioritize
- Attention to detail, strong organizational and time management skills
- Effective communication and influencing skills
- Strong compliance mindset
- Good knowledge of PC applications including Excel and PowerPoint
What We Do
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. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its 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. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
