Responsibilities
Serve and provide wealth management services to high net worth customers
Promote various investment products to meet business targets
Provide marketing support to branch staff
Requirements
University degree in Finance, Economics or related disciplines
Minimum 5 years’ experience in handling affluent customers
Pass in HKSI and IIQE Licensing Examinations
Preferably with CFA or CFP qualifications
Possess qualifications of ECF-RWM would be an advantage
Strong sales driven and result-oriented
Proficiency in both written and spoken English, Chinese and Putonghua
Attractive remuneration package will be offered to the right candidate. Please apply with full resume stating present & expected salary and contact phone number to The Human Resources Manager, 2/F, 161 Queen’s Road Central, Hong Kong. Please quote the reference.
Personal data collected will be used for recruitment purpose only. For more information, please visit our website: https://www.ocbc.com.hk/.
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