(Senior) Personal Financial Consultant

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 240,000 - 330,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Wellbeing & growth

Job summary

OCBC Bank (Hong Kong) Limited invites applications for a Personal Financial Consultant to deliver tailored financial advice and banking services to retail customers. You will assist clients in investments, financial planning, and budgeting to meet financial goals.

The role requires a degree or HKSI/IIQE qualifications, 1 year of related banking experience, and strong communication skills in English, Cantonese, and Mandarin. Competitive salary and holistic benefits are offered.

Qualifications

• Bachelor’s degree or HKSI/IIQE qualifications required.
• 1 year of relevant experience, preferably in Banking & FI.
• Proficient in MS Office and computer skills.
• Sales-driven, results-oriented, and able to work under pressure.
• Good communication and interpersonal skills; fluent in English, Cantonese and Mandarin.

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 compliance with regulatory requirements and bank policies.
• Perform other duties as assigned.

Skills

Sales-driven

Communication skills

MS Office

Interpersonal skills

Team player

Education

Bachelor’s degree

HKSI/IIQE qualification

Tools

MS Office

Job description

WHO WE ARE

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 #LI-GT1

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.

Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.