刊登於 17日前
Investment Consultant, Consumer Financial Services
OCBC Bank (Hong Kong) Limited
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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