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Personal Financial Consultant (AM level) (Consumer Financial Services)

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Personal Financial Consultant (AM level) (Consumer Financial Services)

OCBC
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Job Highlights

  • Perform other related duties as assigned
  • At least 1 yr of sales exp in retail banking
  • Qualification of ECF is preferred

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;

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 1 year - 3 years
Career Level
  • Senior management level
Education
  • N/A

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