Wealth Builder — 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

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.