FX Solutions Specialist for Wealth & HNW Clients

OCBC; Hong Kong; Presencial; HKD 600 000 - 900 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive base salary

Flexible benefits

Learning & development opportunities

Resumo da oferta

OCBC Bank seeks an experienced FX Product Specialist to provide FX expertise to frontline sales, engage clients, and drive FX business growth. You will work with stakeholders to deliver enhanced client experiences and support new product launches and training.

The role emphasizes technical FX guidance, market updates, and collaboration with control functions to ensure robust risk management, with a focus on high-net-worth clients and affluent segments.

Qualificações

• 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.

Responsabilidades

• 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.

Formação académica

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

HKSI Licensing Examinations

Descrição da oferta de emprego

OCBC Bank seeks an experienced FX Product Specialist to provide FX expertise to frontline sales, engage clients, and drive FX business growth. You will work with stakeholders to deliver enhanced client experiences and support new product launches and training.

The role emphasizes technical FX guidance, market updates, and collaboration with control functions to ensure robust risk management, with a focus on high-net-worth clients and affluent segments.