Client Advisor (Rank: VP)
External
Ocbc · Ocbc, Hong KongPrepare for this interview
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About the role
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. Job Summary: Delivering exceptional client service, managing high-net-worth portfolios, and providing tailored financial solutions to enhance client satisfaction and drive business growth.
Responsibilities
- Act as the primary trusted advisor for high-net-worth customers, delivering holistic financial solutions covering wealth accumulation, preservation, and succession planning.
- Achieving agreed financial and non-financial KPIs, including fee income, AUM expansion, increased product holdings per client, acquisition and retention of target clients, and improvement in service standards.
- Proactively manage a defined HNW client portfolio, conducting regular reviews to identify cross-sell or up-sell opportunities aligned with client's needs and risk profiles.
- Adhere to internal controls standards and ensure full compliance with regulatory requirements.
Requirements
- University degree in Finance, Economics or related disciplines
- Qualifications of HKSI & IIQE are required
- Minimum 8 years' experience in handling affluent customers
- Good command of MS Office and computer skills.
- Preferably with CFA or CFP qualifications
- Possess qualifications of ECF-RWM would be an advantage
- Strong sales driven and result-oriented
- Proficiency in both written and spoken English, Chinese and Putonghua
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