RETAIL BANKING

AUTO & EQUIPMENT FINANCE

Marketing Manager – Equipment Finance (Ref: CK/AEF-EMM/WB)

Responsibilities:

	Develop equipment finance business and achieve pre-set business target
	Prepare credit proposals for equipment finance business
	Maintain a high quality of loan portfolio and exercise prudent credit assessment
	Conduct customers and plant visits (both in HK and China)
	Supervise Marketing Officers in soliciting new business and preparing credit proposals

Requirements:

	University degree in Accounting, Finance, Marketing or related disciplines
	Minimum 5 years' marketing experience in equipment finance / commercial lending
	With proven record of achieving business target
	Good communication, presentation and credit-analysis skills
	Proficiency in both written and spoken English, Chinese and Putonghua
	Willing to stay and work in Guangdong Province, PRC

Marketing Officer – Auto Finance (Ref: CY/AEF-AMO/WB)

Responsibilities:

	Assist the Marketing Manager to perform auto finance dealings, annual review and stocking loan review of dealership accounts
	Assist in establishing dealership accounts and handling direct deals
	Prepare credit analysis and credit proposal

Requirements:

	Degree in Accounting, Finance, Marketing or related disciplines
	Minimum 3 years' relevant experience
	Good communication and interpersonal skills
	Proficiency in both written and spoken English, Chinese and Putonghua

Business Support Clerk - Auto Finance (Ref: CY/AEF-BSC/WB)

Responsibilities:

	Conduct customer data input, credit checking against internal system and conduct search reports
	Perform customer verification and prepare credit proposal for approval

Requirements:

	University Degree in Accounting or related disciplines
	Minimum 2 years' relevant experience
	Detail-minded, good communication skills & able to work independently
	Proficiency in both written and spoken English and Chinese

BRANCHES

Branch Manager (Ref: PChow/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

Wealth Management Manager (Ref: RL/BR -WMM/WB)

Responsibilities:

	Provide wealth management services to high net worth customers
	Promote various investment products to meet business targets
	Provide marketing support to branch staff

Requirements:

	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
	Strong sales driven and result-oriented
	Proficiency in both written and spoken English, Chinese and Putonghua

Wealth Management Officer (Ref: RL/BR-WMO/WB)

Responsibilities:

	Promote full range of banking and investment products to customers
	Solicit new businesses and maintain long-term relationship with customers
	Handle investment enquiries from customers
	Provide quality services to customers and satisfy their financial needs

Requirements:

	University degree in any disciplines, preferably major in Business, Finance or Marketing
	Minimum 1 year's banking experience in promoting 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
	Intensive training on investment products will be provided

Business Manager (Ref: RL/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: RL/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: CPA/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

Branch Operations Officer / Manager (Ref: CPA/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

Desk Dealer - Branch (Ref: BS/BR-DD/WB)

Responsibilities:

	Execute securities transactions for customers in branch
	Handle customer enquiries related to securities service
	Reconcile daily transaction records

Requirements:

	Secondary education or above
	Minimum 1 year's relevant experience in banking industry
	Pass in HKSI Licensing Examinations
	Detail-minded and customer-oriented
	Independent and able to work under pressure
	Excellent communication and listening skills
	Proficiency in both written and spoken English, Chinese and Putonghua is an advantage

Teller (Ref: BS/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

Part-time Teller (Ref: BS/BR-PTT/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

Teller Trainee (Ref: CM/BR-TT/WB)

Responsibilities:

Handle counter transactions and cross-sell banking products

Requirements:

	Associate Degree or above preferably with 1 year's customer services experience
	Customer-oriented and attention to details
	Good communication and interpersonal skills
	Fresh graduates are also welcomed

Senior Clerk – Time Deposit Section, Main Branch (Ref: BS/BR-TDC/WB)

Responsibilities:

	Perform daily non-cash financial transactions of Time Deposit
	Prepare various reports
	Provide clerical support

Requirements:

	Secondary education or above
	Minimum 1 years' banking experience
	Detail-minded, self-motivated and independent
	Good PC skills, fast and accurate typing

Senior Clerk - Safe Deposit Box Section, Main Branch (Ref: BS/BR-SDC/WB)

Responsibilities:

	Perform daily routine works of Safe Deposit Box
	Handle account opening and signature amendment of corporate customer
	Prepare various account file
	Provide clerical support

Requirements:

	Secondary education or above
	Minimum 2 years' banking experience
	Detail-minded, self-motivated, good communication and interpersonal skills
	Good PC skills, fast and accurate typing

Cheque Processing Clerk (Ref: BS/BR-CPC/WB)

Responsibilities:

	Check irregularities & technical errors of inward clearing cheques
	Perform SAFE transactions
	Create and maintain online signature
	Handle inward and outward clearing return
	Perform cheque scanning and data entry of outward clearing process

Requirements:

	Secondary education or above
	Minimum 1 year's relevant experience
	Detail-minded, self-motivated and independent
	Good PC skills, fast and accurate typing
	Willing to work on shift

BRANCH CREDIT DEPARTMENT

SME Portfolio Risk Management Officer (Ref: CPA/BCD-PRMO/WB)

Responsibilities:

	Perform data analytic and data mining including analysing, reconciling, processing and validating of data
	Prepare and develop regular portfolio monitoring MI against portfolio risk triggers, portfolio performance exception
	Develop and enhance programs including loan operating systems using various tools including SAS/SQL, Excel and Access
	Design, develop and enhance monthly portfolio analysis report, dashboard as well as pinpointing risk concentration and credit concern
	Work with database administration, IT Technical support and information systems management in problem solving
	Support the development of new products and services and perform analysis to support the wider Credit Risk strategy, policy, model and development

Requirements:

	Bachelor degree in Finance or related disciplines
	Minimum of 3 - 5 years' working experience in lending and banking industry
	Able to work independently under pressure
	Proficiency in SAS/SQL, Excel and Access, Word and PowerPoint
	Proficiency in both written and spoken Chinese and English
	Fresh graduates will also be considered

Branch Credit Officer – Centralised Processing Team (Ref: CPA/BCD-BCO/WB)

Responsibilities:

	Process eSFGS and eSecured products for the branches and SME team
	Entail the spreading of the customers' financials, bank statements, GCIF, IIDS, etc
	Detect and alert business units of any irregularities found in the customers' financial statement
	Process credit application, dispatch requisition letters and follow up case matters with Relationship Managers

Requirements:

	Diploma or above in Accounts, Business or related disciplines
	5 - 7 years' working experience in banking industry
	Proficiency in Excel, Word and PowerPoint
	Proficiency in both written and spoken Chinese and English

BRANCH MARKETING DEPARTMENT

Business Officer – SME Business (Ref: RL/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

CARD BUSINESS

Senior Clerk, Credit Card Authorization (Ref: PC/CAB-AR/WB)

Responsibilities:

	Monitor online authorization and perform transaction confirmation
	Handle lost / stolen card reporting and support hotline services
	Assist in any ad-hoc projects as required

Requirements:

	Secondary education or above
	Preferably 1 year's experience in credit card operations
	Good communication and interpersonal skills
(Candidates with less experience may be considered for the post of Assistant Manager or Officer)

WEALTH MANAGEMENT

Head of Investment Solutions, Wealth Management (Ref: CK/WMD-HIS/WB)

Responsibilities:

	Consolidate, review and promote the Group market researches and investment insights
	Identify and disseminate the Group market researches and investment insights to internal and external customers
	Maximize revenue generation opportunities by offering value-added services to deepen client relationships and driving new client developments
	Explore with internal parties on the needs of market research and investment insights
	Gather appropriate product ideas from product owners to match with the Group market researches and investment insights
	Consult and obtain approval from internal parties in the distribution of market research, investment insights and related publications
	Produce sales tools for the sales force to promote the bank's wealth products
	Produce localized investment publications for different customer segments
	Present on the house view and outlook to internal and external clients

Requirements:

	University degree in Economics, Finance or other related disciplines
	Minimum 5 years' related experience
	Holder of CFA, CPF is an advantage
	Passed in HKSI Paper I, VII and VIII
	With deep understanding of economic / financial theory of the investment process and production environment
	Excellent written and verbal communication skills in English, Cantonese and Mandarin
	Strong organizational and analytical skills with good business acumen
	Ability to effectively present information to both internal and external clients

Product Manager (FX and related products) - Wealth Management (Ref: PC/WMD-PMT/WB)

Responsibilities:

	Drive product development and enhancement to meet business objectives
	Keep abreast of latest market trend, analyze customers' behavior, key financial drivers and competitors' strategy to sustain a continuous product growth and maintain competitiveness in the market
	Ensure relevant control measures (policies, procedures and operation flows) are in place to minimize the risk exposure of the Bank as well as meeting all the internal standard, compliance, policies and regulation
	Actively participate in system development and implementation
	Conduct regular reports and relevant reviews
	Manage any other ad-hoc projects

Requirements:

	University degree in business related disciplines
	Minimum 5 years' experience in treasury product development and marketing
	Passed in HKSI Paper I, VII and VIII
	Able to work independently and meet tight deadlines; good communication skills to liaise with various stakeholders
	With knowledge and good market sense on treasury products development and marketing, particularly FX and related products, including the regulatory requirements
	Proven project management experience including project plan creation & management, issue/risk identification & resolution
	Proficiency in MS Word, Excel; good Chinese and English spoken and written skill

DIRECT BANKING

Cash Relationship Manager – Commercial Cash – Direct Channel
(Ref: CK/DBD-CRM/WB)

Responsibilities:

	Acquire and manage corporate accounts portfolio
	Build sales pipelines & deliver both Deposit Balance and Revenue KPIs
	Provide professional advice/service to clients on transaction banking and different business financial needs
	Work with internal business partners to identify sales opportunities and financial products/service to engage high-value customers to further anchor the banking relationship for long-term growth
	Conduct periodic reviews of portfolio customers to ensure proper due diligence and KYC

Requirements:

	University degree in any discipline with 3 years'relevant experience in banking or financial services industry
	Articulate with strong communication and negotiation skills
	Strong experience in Cash Management Sales preferred
	Sales driven and positively motivated
	Proficiency in both written and spoken English, Cantonese and Putonghua

Business Officer - Commercial Cash (Ref: PC/DBD-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: PC/DBD-SD/WB)

Responsibilities:

	Deliver efficient customer service via executing securities transactions and handling securities service enquiries
	Prepare complaints log and handle ad hoc enquiries
	Support outbound programme, if necessary
	Proactively provide banking solutions over the phone and maintain good customer relationship

Requirements:

	Secondary education or above
	Minimum 1 year's relevant experience in banking industry
	Pass in HKSI Licensing Examinations
	Detail-minded and customer-oriented
	Independent and able to work under pressure
	Excellent communication and listening skills
	Proficiency in both written and spoken English and Chinese including Putonghua

INSURANCE

OCBC WING HANG INSURANCE AGENCY

Business Planning & Strategic Projects Manager (Ref: PC/ISA-BPM/WB)

Responsibilities:

	Coordinate the process of Business Planning in collaboration with channels & insurance partners to support business and profit growth
	Conduct business analytics & market search to support the setting of insurance direction
	Assist the implantation of bank level strategic initiatives and streamlining projects, through active engagement with bank stakeholders
	Assist in cross-functional projects to deliver the business results

Requirements:

	University degree in business related disciplines
	Minimum of 5 years' working experience in the banking and/or insurance company, preferably exposure to bancassurance business or business planning
	Knowledge of both life & general insurance businesses is an advantage
	With good understanding of sales compliance control and project management
	Strong self-motivation with the ability to work independently
	Good business acumen and marketing sense with good communication, interpersonal and project management skills
	Good quantitative skills to develop financial or operational models and data analysis

LIFE INSURANCE & PENSION

Sales Compliance & Operations Manager - Life Insurance & Pension (Ref: CK/ISL-SCOM/WB)

Responsibilities:

	Design and implement policies and procedures
	Perform monitoring function to control end-to-end sales process and operations workflow
	Ensure sales process and workflow are complied with regulatory requirements

Requirements:

	University degree in Business, Marketing or any related disciplines
	Minimum 5 years' relevant experience
	Pass in HKSI and IIQE Licensing Examinations
	Good interpersonal skills, detail-oriented and independent
	Proficiency in both written and spoken English and Chinese

Marketing Manager - Life Insurance & Pension (Ref: CK/ISL-MM/WB)

Responsibilities:

	Develop and execute new sales and marketing programs to support sales and marketing activities
	Provide coaching and training to branches and departments on insurance products and compliance issues
	Ensure programs or trainings are complied with regulatory requirements

Requirements:

	University degree in Business, Marketing or any related disciplines
	Minimum 8 years' relevant experience in insurance sales and marketing is preferred
	In-depth knowledge in life insurance products and understand marketing trends
	Pass in HKSI and IIQE Licensing Examinations
	Proactive and creative, good interpersonal and planning skill
	Proficiency in both written and spoken English and Chinese

COMMERCIAL BANKING

Senior Relationship Manager / Relationship Manager, Commercial Banking Division (Ref: CK/COM-RM/WB)

Responsibilities:

	Develop a portfolio of new Commercial Banking customers
	Safeguard the credit quality of the loan portfolio by soliciting quality new customers and managing the credit risks involved
	Prepare and recommend credit applications and obtain credit approval for new and existing customers with credit facilities structured to accommodate customers' requirements
	Cross sell a wide range of the Bank's products including treasury and wealth management

Requirements:

	University Degree in Banking, Economics, Finance or other relevant disciplines
	Minimum 8 years' relevant experience in commercial lending
	Strong analytical skills with sound credit judgment
	Independent, reliable and as well as being a good team player
	Strong interpersonal and communication skills with customer focus attitude
	Proficiency in both written and spoken English, Chinese and Putonghua

SEGMENT & STRATEGIC PLANNING DEPARTMENT

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

Responsibilities:

	Develop pre-campaign analysis and call leads targeting
	Prepare campaign tracking report and monitor the progress
	Responsible for customer fulfillment and support ad hoc enquiries
	Conduct portfolio review and campaign evaluation and suggest recommendations
	Mange and lead junior staff for regular tasks

Requirements:

	Degree or above on statistic or computer science
	Knowledge in using SAS EG & Excel Macro
	At least 8 years' experience in banking industry
	Candidate with less experience may be considered for the post of Assistant Business Analytics and Decision Manager

Business Analytics and Decision Officer (Ref: CPA/SSM-BAO/WB)

Responsibilities:

	Help and support the data collection and input for the business campaign fulfillments
	Handle internal checking and response the enquiries related to the fulfillments
	Maintain business data enhancement and cleanup
	Support various regular reports and administrative duties

Requirements:

	Degree or above on statistic or computer science
	Knowledge in using SAS EG
	At least 1-2 years' experience in banking industry

SALES AND DISTRIBUTION DEPARTMENT

Business Development Manager (Ref: CPA/SND-BDM/WB)

Responsibilities:

	Build a strong network of referral sources for new-to-bank Premier Banking customers (both offshore and onshore) via external partnership
	Collaborate closely with key internal business partners (Corporate Banking/Commercial Banking/SME Banking) to solicit qualified referrals
	Meet the acquisition target (Number of Premier Banking customers and AUM) by referring business to branches and Offshore Banking Team for cross-selling opportunities
	Assist to work on special projects and collaborate with various departments to develop and deploy workable solutions to fulfill the business need under considerable deadline pressure

Requirements:

	Bachelor Degree holder of any discipline
	5+ years of working experience in dealing with corporate customers in sales acquisition
	Strategic mind-set with strong sales drive
	Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
	Mature and independent, self-motivated and a strong team player
	Good command of both spoken and written English and Cantonese, proficient Mandarin will be a plus
	Candidate with less experience may be considered for the post of Assistant Business Development Manager