(Senior) Personal Financial Consultant

OCBC Bank (Hong Kong) Limited

What you’ll be doing?

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

Who are we looking for?

Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.)
At least 1 year of relevant experience, preferred in Banking & FI background
Qualification of ECF (Retail Wealth Management) is preferred

Why you should consider this opportunity?

We offer attractive remuneration package with fringe benefits to right candidates. Such as:

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