OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is one of the world’s most highly-rated banks, with Aa1 by Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.OCBC is the second largest financial services group in Southeast Asia by assets. The Group offers a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.OCBC’s private banking services are provided by its 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. Its insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the leading asset management companies in Southeast Asia.The Group’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has close to 420 branches and representative offices in 19 countries and regions.For more information, please visit www.ocbc.com.hk to learn more about OCBC Hong Kong.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 customersPromote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunitiesSolicit potential business opportunities and make referrals to related segmentsEnsure all the activities are complied with regulatory requirements and bank policiesPerform other related duties as assignedWhat 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 equivalentQualifications 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 backgroundGood command of MS Office and computer skillsSales-driven, result-oriented and be able to work under pressureGood communication and interpersonal skillsGood spoken English, Cantonese and MandarinQualification of ECF (Retail Wealth Management) is preferredMore experience will be considered as Senior Personal Financial Consultant
