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Personal Financial Consultant / Personal Banking Manager

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Personal Financial Consultant / Personal Banking Manager

OCBC Bank (Hong Kong) Limited
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Job Highlights

  • 1 year+ of sales experience in retail banking
  • HKSI paper 1,7,8 & IIQE paper 1,2,3
  • Sales-driven & able to work under pressure

Responsibilities

  • 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 segment;
  • Ensure all the activities are complied with regulatory requirements and bank policies;
  • Perform other related duties as assigned.
     

Requirements

  • 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE;
  • Qualifications of HKSI & IIQE are required;
  • At least 1 year of sales experience in retail banking;
  • 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 is preferred

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Non-management level
Education
  • Asso. Deg or High Dip
  • Diploma or equivalent
  • F.5- F.7 or DSE
Overview

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.