Retail Banking

At OCBC Wing Hang, we offer opportunities across our group.

Branch Manager (Ref: AL/BR-BM/WB)

Responsibilities

  • Implement business plans so as to achieve pre-set branch profit objectives
  • Exercise credit assessment with prescribed limit of lending authority
  • Manage branch staff to provide high quality of services to customers
  • Ensure all daily transactions are complied with the Bank's policies and procedures

Requirements

  • University degree in Business Administration or related disciplines
  • Minimum 7 years' banking experience
  • Must possess solid branch management experience
  • Good connection with local markets with proven track record of success in business achievement

Senior Premier Banking Manager (Ref: KF/BR-PRM/WB)

Responsibilities

  • Assist branch manager in generating revenues
  • Promote and cross sell investment and insurance products
  • Provide quality and professional services to wealth customers
  • Develop and maintain good customer relationship
  • Handle customer inquiries and complaints
  • Manage and train up subordinates
  • Other tasks assigned by supervisors

Requirements

  • Degree holder with RI and Insurance Registered qualification
  • Good banking experience with PC skill
  • A few years banking experience preferably in CS
  • Good communication and inter-personal skill
  • Pleasant personality and initiative

(Candidates with less experience may be considered for the post of Premier Banking Manager)

Business Manager (Ref: AL/BR-BZM/WB)

Responsibilities

  • Manage and develop a portfolio of commercial banking accounts focusing on trade finance
  • Assist in achieving revenue targets and other targets through branch network
  • Prepare credit proposals and other loans documents
  • Conduct regular credit reviews and monitor credit quality of the portfolio
  • Build and maintain good relationship with customers

Requirements

  • University degree in any disciplines, preferably major in Business, Finance or Marketing
  • Minimum 5 years' solid experience in Corporate/Commercial/SME Banking
  • Good knowledge of credit analysis
  • Independent and able to work under pressure
  • Proficiency in both written and spoken English, Chinese and Putonghua

*Candidates with less experience may be considered for the post of Senior Officer

Business Officer (Ref: AL/BR-BZO/WB)

Responsibilities

  • Manage and develop commercial lending and mortgage business in branch
  • Prepare credit proposals and other loans documents
  • Conduct regular credit reviews and monitor credit quality of the portfolio
  • Build and maintain good relationship with customers

Requirements

  • University degree in any disciplines, preferably major in Business, Finance or Marketing
  • Minimum 1 year's banking experience in commercial or mortgage business
  • Pass in HKSI and IIQE Licensing Examinations is an advantage
  • Good knowledge of credit analysis
  • Independent and able to work under pressure
  • Proficiency in both written and spoken English, Chinese and Putonghua

Customer Service Officer / Manager (Ref: AL/BR-CSO/WB)

Responsibilities

  • Promote full range of retail products to customers
  • Solicit new businesses and maintain long-term relationship with customers
  • Provide quality services to customers and satisfy their changing financial needs

Requirements

  • University degree in any disciplines, preferably major in Business, Finance or Marketing
  • Minimum 3 years' banking experience in selling investment, insurance and various retail products
  • Pass in HKSI and IIQE Licensing Examinations
  • Excellent customer service and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both written and spoken English, Chinese and Putonghua

(Candidate with more experience may be considered for the post of Customer Service Manager)

Branch Operations Officer / Manager (Ref: EH/BR-BOO/WB)

Responsibilities

  • Assist in supervising counter service to ensure the branch is operated in accordance with the established rules, procedures and guidelines
  • Perform cross selling of bank products

Requirements

  • Diploma or above
  • Pass in HKSI and IIQE Licensing Examinations
  • Minimum 2 years' banking experience
  • Good communication and interpersonal skills
  • Strong self-motivation and able to work under pressure
  • Proficiency in both written and spoken English, Chinese and Putonghua

*Candidate with more experience may be considered for the post of Branch Operations Manager

Teller (Ref: EH/BR-T/WB)

Responsibilities

  • Handle counter transactions and cross-sell banking products

Requirements

  • Secondary education or above
  • Minimum 1 year's teller experience
  • Detail-minded, customer-oriented and proactive
  • Good communication and interpersonal skills
  • Pass in HKSI and IIQE Licensing Examinations is an advantage

Service Ambassador, Retail Banking Division (Ref: EH/BR-SA/WB)

Responsibilities

  • Greet customers in the bank hall and assist in managing bank hall activities
  • Define customer needs and refer customers to frontline sales and service staff thereby promoting bank professional image
  • Answering customer enquires in order to enhance customer satisfaction and experience
  • Introduce and promote e-banking service to customers

Requirements

  • Diploma holder
  • At least one year solid experience in customer service (preferably in banking field)
  • Good in Chinese, English and Putonghua
  • Customer-oriented, proactive with good interpersonal skills to enhance customer relationship
  • Cooperative with colleagues in building up team spirit

Business Officer – SME Business (Ref: VL/BMD-SFGS/WB)

Responsibilities

  • Acquire new SME clients for the development of SME loans business, especially SFGS
  • Provide professional solution to clients according to different business financial needs
  • Build and maintain good relationship with customers

Requirements

  • University degree in business related disciplines preferred
  • Minimum 1 year of sales experience in banking industry
  • Proactive, communicative and customer oriented

Product Manager, Card Business (Ref: VL/CAB-PM/WB)

Responsibilities

  • Plan and implement card product development strategy, Review card value proposition and revamp product feature to maintain best-in-class service in our target segments
  • Develop and strengthen collaboration of cobrand partnership, maximize cross-sell opportunities
  • Plan and implement marketing campaigns to achieve business target
  • Manage effectively on marketing budget and product financials
  • Ensure all tasks are adhere to regulatory and internal compliance standard

Requirements

  • University degree in business related disciplines
  • Minimum 6 years of experience in credit card or retail banking product marketing
  • Strong track record of product management and marketing experience is preferred
  • Outspoken and good communication skill
  • Result oriented with innovative thinking

Business Officer - Commercial Banking Cash (Ref: VL/CBC-BO/WB)

Responsibilities

  • Acquire new SME clients and introduce relevant banking products and services to suit our client needs
  • Prepare client reports and perform cross selling of bank products
  • Establish and maintain strong network and relationship with various business partners
  • Ensure a professional and high quality service is provided and in compliance with the Bank internal policies and regulatory requirements

Requirements

  • University degree in any disciplines, preferably major in Business, Finance or Accounting
  • Preferably with 1 year’s sales experience in banking industry, fresh graduates will also be considered
  • Good interpersonal and communication skills
  • High proficiency in both written and spoken English, Chinese and Putonghua
  • Proactive, sales and result oriented

Securities Dealer – Phone Banking (Ref: EH/BOP-SD/WB)

Responsibilities

  • Execute securities trading orders promptly and accurately for HK market including margin trading & China stock market
  • Handle securities related enquiries (e.g. corporate action etc.)
  • Conduct Risk Profiling Questionnaire (RPQ) for investment customers
  • Support outbound activities
  • Handle administrative/operational tasks or any ad hoc tasks

Requirements

  • Secondary education or above
  • Minimum of 1 year’s working experience in securities industry with banking experience is an advantage
  • Passes in HKSI (Paper 1,7,8) is a must
  • Self-motivated, able to work independently and under pressure
  • Good interpersonal and communication skills in English, Cantonese and Putonghua
  • Knowledge of PC application software such as MS Word, Excel, PowerPoint and Chinese Word Processing

(Candidates with less working experience will also be considered)

Customer Service Officer – Call Center (Ref: EH/BOP-CSO/WB)

Responsibilities

  • Handle customer enquiries, from incoming call and email, on various banking products or services
  • Handle requests from customer including but not limited to ATM, eBanking application etc
  • Perform regular checking on eBanking system and work with related internal parties for maintenance need
  • Provide administrative support to the team as assigned

Requirements

  • Secondary education or above
  • Minimum 1 year’s relevant experience in banking call centre
  • Pass in HKSI Licensing Examinations
  • Excellent customer service sense with good communication skills
  • Proficiency in spoken English, Chinese and Putonghua

Manager - IT Planning (Ref: EH/BOP-BCU/WB)

Responsibilities

  • Participate into and coordinate with various business units for IT projects and enhancements
  • Assist branches on IT issues and coordinate between branches and IT Dept for the related process
  • Assist in IT planning for branches and handle user maintenance review from branches

Requirements

  • University degree in related disciplines
  • Minimum 5 years related working experience in the relevant field
  • Good banking knowledge in retail banking and strong PC skill
  • Good communication and inter-personal skill
  • Work independently and detail-orientated

Manager, OCBC Wing Hang Insurance Brokers Limited (Ref: FK/INB-M/WB)

OCBC Wing Hang Insurance Brokers Limited (OWHIB), Life Insurance Team is looking for candidate who is responsible for achieving his/her own sales target as well as the team’s target by retaining existing portfolio and explorer new business opportunities through multi-channels of OCBC Wing Hang Bank.

Responsibilities

  • Working with Life Insurance Team to achieve the business goals and ensure
  • Source insurance business
  • Assist to formulate marketing strategies for OWHIB
  • Nurture and build the existing insurance portfolio
  • Provide professional customers and claims services

Requirements

  • DSE graduate or above
  • At least 4 years working experience in Life Insurance field with proven marketing experience
  • Member of FLMI is an advantage
  • Possess with IIQE professional qualification
  • Self-initiative with positive mind set for changes; open minded and collaborative
  • Strong sense on customer services and strive for continuous improvement
  • With risk alertness
  • Good verbal and written communication skill

Business Analytics and Decision Manager (Ref: AL/SSM-BAM/WB)

Responsibilities

  • Design and deliver Retail Banking Division and across business financial insights
  • Responsible for data visualization, graph and chart creation for management level on decision-making
  • Develop and implement customer behaviour model to steer strategic planning and business opportunities
  • Develop next best action for different target customer segments according to relationship life-cycle
  • Identify, formulate and monitor the Key Performance Indicator to improve the business and sales performance.

Requirements

  • Degree or above on statistic or computer science
  • Knowledge in using SAS EG & Excel Macro
  • At least 5 years’ experience in banking industry
  • Candidate with less experience may be considered for the post of Assistant Business Analytics and Decision Manager

Segment Manager (Ref: AL/SMD-SM/WB)

Responsibilities

  • Revamp and implement need-based customer propositions that are best-in-class and cater to different customer segments. Also coordinate with OCBC Group on bringing in best practices and regional offerings
  • Design and roll out customer and revenue growth campaigns with an aim to meet annual targets
  • Conduct competitor study on an ongoing basis and recommend counter moves to ensure market competitiveness
  • Collaborate with product teams and help steer product enhancement to meet the need of respective customer segments. Steer market competitive customer engagement and experience journey
  • Collaborate with Compliance, Legal, Risk Management, and other control functions to ensure compliance to Group and regulatory standards

Requirements

  • University degree in Business or Marketing
  • Minimum 5 years’ solid experience in segment marketing, ideally on retail banking and wealth products
  • Customer-oriented with strong business acumen and analytical skills
  • Can work independently with minimal supervision as well as being a good team player
  • Flexible, adaptive to changes and able to work under pressure in a fast-pace business environment with competing priorities
  • Proficiency in both written and spoken English and Chinese

Business Development Manager, Offshore Banking (Ref: MS/PBG-BDM/WB)

Responsibilities

  • Actively acquire and prospect new Premier Banking offshore customers through various channels, develop and strengthen their relationships with the Bank
  • Working closely with Relationship Managers to ensure smooth hand-over and partnership in managing customer experience
  • Contribute to the bottom-line of Premier Banking through the accomplishment of customer count and growth target
  • Up-sell, cross-sell and provide regular market information to customers
  • Ensure superior customer service and contribute to the overall customer experience of Premier Banking
  • Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures

Requirements

  • Degree or above with at least 3 years of sales experience preferably in a banking environment
  • Team player, self-initiated and sales-driven with good interpersonal skills
  • Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
  • Proficiency in MS office applications
  • Good presentation and communication skills
  • Good command of written and spoken English and Chinese(Putonghua)
  • Able to adapt well in a sales and service oriented environment
  • In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome

Premier Relationship Manager, Offshore Banking (Ref: MS/PBG-PRM/WB)

Responsibilities

  • Working closely with Business Development Managers to ensure smooth hand-over and partnership in managing customer experience
  • Up-sell, cross sell and provide regular market updates for investment and insurance products to customers
  • Contribute to the bottom-line of Premier Banking through the accomplishment of revenue and growth targets
  • Constantly identifying customer’s needs and opportunities
  • Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of Premier Banking
  • Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers
  • Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures

Requirements

  • Degree holder
  • A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage;
  • At least 5 years of sales experience, preferably in a Banking environment
  • Team player, sales-driven with good interpersonal skills
  • Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
  • Proficiency in MS office applications
  • Good presentation and communication skills
  • Good command of written and spoken English and Chinese (Putonghua)
  • Able to adapt well in a sales and service oriented environment
  • In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome

Digital Channel Manager (Ref: KF/DCD-DCM/WB)

Responsibilities

  • Independently manage in channel service development to ensure successful and timely delivery of new services
  • Develop and implement channel services by working through the whole development cycle e.g. preparing business proposal, user requirement and planning
  • Ensure processes comply with regulatory requirements and compliance standards
  • Identify new service and business opportunity
  • Compile market reports on research findings and recommendations
  • Analyze latest market data in banking and financial industry
  • Perform ad hoc duties as assigned

Requirements

  • University graduate in business administration, finance, computer science or related discipline
  • Minimum 5 years of working experience in digital product/service development and project management in banking/finance industry is preferred
  • Good business acumen with solid knowledge of banking and financial products
  • Understand of regulatory guidelines and risk control such as TM-E-1 of e-Banking
  • Knowledge of latest Fintech, digital landscape and trends, innovative and details-oriented
  • Strong written and spoken in English and Chinese
  • Be open-minded and self-motivated with good communication, interpersonal, problem solving skills and strong sense of responsibility, able to work under pressure

Digital Channel Manager (Ref: KF/DCD-DCM/WB)

Responsibilities

  • Plan and oversee digital channel development of Internet and Mobile Banking platform under digital business user team
  • Overall management of digital projects through the whole development cycle on business proposal preparation, vendor selection, user requirement formation, project testing and execution management
  • Lead digital channel projects on key areas, but not limited to, digital acquisition, channel accessibility, usage, payment, digital products application and channel security
  • Work very closely with product owners in digitizing the product sale channels
  • Manage channel development budget and channel revenue generation to meet business and channel P&L
  • Manage stakeholders’ expectations and cost management
  • Manage the collaboration among different team of developers, vendors, partners and end users
  • Ensure processes comply with regulatory requirements and compliance standards
  • Enhance the UX and flow on the usage of respective digital channels
  • Ensure the customer journey is seamless with customer centric design
  • Compile market reports on research findings and recommendations
  • Analyze latest market data in banking and financial industry
  • Perform ad hoc duties as assigned

Requirements

  • University graduate in business administration, finance, computer science, e-Commerce or related discipline
  • At least 13 years of working experience in internet / mobile banking development and channel management in banking/finance industry
  • Good business acumen with solid knowledge of banking and financial products
  • Demonstrate strong analytical skill
  • Strong stakeholders, developers and partners management skill
  • Understand of regulatory guidelines and risk control
  • Keep abreast of latest market trend and technology
  • Experience in deploying sizable channel revamp with tracked result
  • Experience in team/people management
  • Strong written and spoken in English and Chinese
  • Be open-minded and self-motivated with good communication, interpersonal, problem solving skills and strong sense of responsibility, able to work under pressure
  • Solid project management experience in banking/finance industry

Digital User Testing Specialist (12 months contract) (Ref: MS/DCD-CON/WB)

Responsibilities

  • Participate in digital projects discussion for project understanding and formulating test plans
  • Plan, prepare and execute test cases
  • Ensure test cases and results cover all features/scenarios listed in functional specification/regulator SPM TME-1/bank guideline and policies
  • Regular reporting on UAT progress/test results/issue logs
  • Verify defect fixes and report re-testing results
  • Work with cross functional team to ensure project/system quality
  • Dedicated resources / time to meet the test plan schedule

Requirements

  • University graduate in business administration, finance, computer science, e-Commerce or related discipline
  • At least 3-4 years of working experience in internet / mobile banking development and channel management in banking/finance industry
  • Analytic and problem solving skill
  • UAT experience will be an advantage
  • Relevant knowledge subject to the testing digital platforms (e.g. ATM, IVR, Internet Banking, Mobile Banking, API, payment, FPS)
  • Detail minded on conducting each of the testing cases
  • Able to work independently to meet deadline
  • Solid project testing experience in banking/finance industry

Head of Wealth Portfolio Manager (Ref: KF/WMD-WPM/WB)

  • Assist Head of Investment to form and review business strategies with business units aim to achieve the investment fee income target
  • Oversee team of wealth portfolio manager (sales and operational roles) to ensure professional and complied business support are well delivered to business unit
  • Review and approve on transaction exceptional approve for team of wealth portfolio manager
  • Ensure risks and issues identified are resolved in an appropriate and timely manner. Report operational risk issues, losses, complaints if any
  • Act as back-up sale role for wealth portfolio manager team

Requirements

  • University graduate
  • HKSI with CFA/CFP definite advantage
  • Minimum 8 years in banking industry related to wealth management business with at least 2 years on supervisor role. Experience in Commercial wealth management business are preferred
  • Attention to details with strong organizational and time management- interpersonal skills- Able to communicate effectively with, influencing, supervising others – Strong compliance mindset
  • Good knowledge of PC application software including Excel & PowerPoint
  • Excellent command of both spoken and written English and Chinese, including Mandarin ---Ability to work independently and analyze situations, prioritize and implement processes effectively

Wealth Portfolio Manager (Ref: KF/WMD-WPM/WB)

  • Establish banking relationship with Commercial, SME, ORML banking customers on investment wealth management services
  • Joint meeting with Commercial, SME, ORML relationship manager on investment business referral
  • Provide end-to-end investment wealth management solution to customers
  • Provide market/product updates to Commercial, SME, ORML on regular basis
  • Ensure all activities are comply with regulatory and internal guidelines

Requirements

  • University graduate
  • HKSI with CFA/CFP definite advantage
  • Minimum 5 years in banking industry related to wealth management business. Experience in Commercial wealth management business are preferred
  • 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

Wealth Portfolio Manager, Operations (Ref: KF/WMD-OPD/WB)

  • Review and authorize investment account opening & transactions from Wealth Portfolio Manager Team
  • Responsible for monitoring/processing the daily investment operations activities
  • Perform internal control, operational risk control and Business Continuity Planning (BCP)
  • To report team’s operational risk issues and losses
  • Perform all the clerical works and filing for transaction records

Requirements

  • University
  • HKSI
  • Minimum 3 years in banking industry with branch operation experience on account document and investment transaction review
  • Attention to details with strong organizational and time management- interpersonal skills- Able to communicate effectively with, influencing, supervising others – Strong compliance mindset – Good knowledge of PC application software including Excel & PowerPoint