About This Role
This role involves managing client relationships and achieving revenue targets within the private banking sector. It suits an individual with a strong background in banking and finance, who is driven to develop new business and maintain high standards of compliance.
Responsibilities
- Develop, maintain and manage client relationships
- Achieve annual revenue targets and objectives
- Work closely and partner with Investment Counsellor, Investment Services Group, and other counterparts to develop and maintain a group of dedicated clients
- Build market share and enhance client asset size over time
- Source prospects and actively involved in developing new business; and capitalize business opportunities
- Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs
- Create networking synergies with other OCBC businesses
- Manage the performance of Marketing Associate, including setting clear objectives, directing daily work, and skills development
- Provide investment execution and advisory service to clients (e.g. SFC type 1 and type 4 regulated activity)
- Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA Guidelines by:
- Observing BOS policies and regulations at all times, including code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore
- Aligning with BOS’s desired culture, values and behaviours
- Maintaining data confidentiality by observing internal guidelines
- Keeping client profiles and documentation complete, accurate and up-to-date
- Keeping scorecard and minimizing discrepancies in client documentations, transaction records and credit exceptions
- Conducting suitability, product due diligence and maintaining records on selling of investment products
Requirements
- Degree holder with good results especially in banking and finance-related fields
- Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification
- Minimum 5 years’ related experience in Relationship Management
- Consistently strong performer who builds accounts and grows revenue year on year
- In-depth product knowledge
- Excellent sales and relationship management skills
- Ability to maintain client relationships
- Good analytical capabilities, presentation and organization skills
- Self-motivated and confident with a high degree of initiative required
- Ability to handle pressure and tight deadlines
