(Senior) Personal Financial Consultant

OCBC; Hong Kong; On-site; HKD 201,000 - 357,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning & growth

Job summary

OCBC Bank Hong Kong invites applications for a Personal Financial Consultant to deliver tailored financial advice to retail customers, helping them plan investments and achieve goals through budgeting and risk assessment.

You will provide high-quality banking services, promote investment and insurance products, and refer opportunities to related segments while ensuring compliance with regulations and bank policies. Fluency in English, Cantonese and Mandarin is preferred.

Qualifications

• Bachelor’s degree or equivalent HKCEE/HKDSE qualifications (including Chin/Eng and Maths).
• HKSI & IIQE are required; HKSI/IIQE qualifications or equivalent may be held, with qualifications obtained within probation period.
• At least 1 year of relevant banking/financial services experience.
• Proficient in MS Office and computer skills.

Responsibilities

• Provide high quality, one-stop retail banking services to customers.
• Promote a wide range of retail products including investments and insurance.
• Solicit potential business opportunities and refer to related segments.
• Ensure activities comply with regulatory requirements and bank policies.
• Perform other related duties as assigned.

Skills

Sales-driven

Communication

Interpersonal skills

Under pressure

Education

Bachelor’s degree or HKCEE/HKDSE

Tools

MS Office

Job description

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Job Summary

Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning.

What You Will Be Doing

• Provide high quality one-stop retail banking services to retail banking customers
• Promote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunities
• Solicit potential business opportunities and make referrals to related segments
• Ensure all the activities are complied with regulatory requirements and bank policies
• Perform other related duties as assigned

What We Are Looking For

• Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
• Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.)
• At least 1 year of relevant experience, preferred in Banking & FI background
• Good command of MS Office and computer skills
• Sales-driven, result-oriented and be able to work under pressure
• Good communication and interpersonal skills
• Good spoken English, Cantonese and Mandarin
• Qualification of ECF (Retail Wealth Management) is preferred
• More experience will be considered as Senior Personal Financial Consultant

What We Offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.