Relationship Manager - Wealth Management

Intermediate (3-6 years)

Technical Skills

  • Compliance
  • Customer Service
  • Economics

Job Description

Relationship Manager - Wealth Management


  • Acquire new high-net-worth customers and solicit new business from existing customers.
  • Provide full range of wealth management services in compliance with the regulatory requirements.
  • Ensure excellence customer experience is provided to cultivate long-term customer relationship.


  • 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
  • Customer-oriented, strong business drive and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
OCBC Wing Hang BankFinancial Services, Retail and Commercial Banking

G/F, Henley Building, 5 Queen's Road Central

directions_walk6 mins walk from Central Station