Senior Wealth & Investment Advisor – Retail Banking

OCBC; Hong Kong; Sur place; HKD 201 000 - 357 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning & growth

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Sales-driven

Communication

Interpersonal skills

Under pressure

Formation

Bachelor’s degree or HKCEE/HKDSE

Outils

MS Office

Description du poste

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.