Investment Consultant, Consumer Financial Services

OCBC Bank

  • Hong Kong
  • Permanent
  • Full-time
  • Just now
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.Responsibilities
  • ​Coaching for licensed investment sales staff in investment business
  • Join call with licensed investment sales staff to facilitate the investment business
  • Execute the bank directive in investment business
  • Collaborate with investment product team to support the on-going investment sales activity and product launch
  • Support Branch Manager on exploring investment strategy from branch portfolio
  • Host workshop/clinic for uplift sales skills of individual sales staff
  • Enhance the knowhow of sales on AML, compliance and regulatory related items
Requirements
  • ​University degree in Finance, Economics or related disciplines
  • 8-10 years banking experience in frontline investment business sales/coaching
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CRWP, CFA or CFP qualifications
  • Strong sales driven, result-oriented with good communication skills
  • Proficiency in both written and spoken English, Chinese and Putonghua

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