FX Sales, Consumer Financial Services

Leadingnation; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

OCBC Bank (Hong Kong) Limited is seeking a professional responsible for providing FX product expertise and advisory support to sales staff, aiming to enhance client engagement and drive FX business growth. The ideal candidate will hold a degree in a relevant field, possess over 5 years of sales experience in FX products, and demonstrate strong communication skills in both English and Chinese.

This full-time role emphasizes the need for independence, proactive execution, and the ability to add value to high-net-worth clients while ensuring compliance with regulations.

Qualifications

• At least 5 years of proven sales experience in FX products.
• Solid knowledge of retail banking and FX products.
• Proficiency in both written and spoken English and Chinese.

Responsibilities

• Provide FX product expertise and support to frontline sales staff.
• Join client meetings to provide product recommendations.
• Assist in executing FX sales activities while ensuring compliance.
• Deliver training to uplift frontline knowledge on FX products.

Skills

Sales experience in FX products

Independent and proactive execution

Excellent interpersonal and communication skills

Ability to collaborate with control functions

Education

University degree in Business Administration, Banking and Finance, Economics

Job description

Job Summary:

Responsible for providing FX product expertise and advisory support to frontline sales staff, assist in client engagement activities, and work with stakeholders to drive FX business growth and deliver an enhanced client experience.

Main Responsibilities:

• Serve as a product specialist in FX and structured FX solutions, offering technical guidance and market insights.

• Support frontline teams by joining client meetings when needed, providing suitable product recommendations and clear explanation of features and risks.

• Assist sales staff in executing FX sales activities and ensuring compliance with regulatory and internal requirements.

• Add value to high‑net‑worth and affluent clients with tailored FX insights and market updates.

• Deliver product and market training to uplift frontline knowledge and support new product launches and client education events.

• Help branches deepen client engagement and strengthen FX business opportunities.

Requirements:

• University degree in Business Administration, Banking and Finance, Economics, or related disciplines

• Preferably with pass in HKSI Licensing Examinations.

• At least 5 years of proven sales experience in FX products, preferably with relationship management experience with high-net-worth clients.

• Solid knowledge of retail banking and FX products.

• Independent, proactive, and able to execute assigned strategies effectively.

• Excellent interpersonal and communication skills

• Ability to collaborate with control functions to maintain robust risk management.

• Proficiency in both written and spoken English and Chinese.

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## More Job Information

Job Function

銀行 · 金融服務 - 零售銀行服務

Employment Term

全職

Education

學士