(Senior) Personal Financial Consultant
2 weeks ago
Join to apply for the (Senior) Personal Financial Consultant role at OCBC . 2 weeks ago Be among the first 25 applicants. Who We Are As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services, solutions, and career paths to meet their needs. Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic goal is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future, innovate in delivering financial services, work in supportive teams, and build lasting value in your community. Grow your assets, business, and investments, or enjoy a vibrant career. How You Succeed Success in this role requires a customer-centric approach, understanding client needs, and matching them with our products and services. Be proactive in upselling and cross-selling, work closely with sales teams, and build strong relationships with customers and stakeholders. Job Summary The Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, plan finances, and achieve their goals through budgeting, risk assessment, and strategic planning. What You Will Be Doing Provide high-quality retail banking services to customers. Promote a range of retail products, including investment and insurance, to explore new business opportunities. Identify potential business opportunities and refer to related segments. Ensure compliance with regulatory requirements and bank policies. Perform other duties as assigned. What We Are Looking For Bachelor’s degree in any discipline preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chinese/English and Maths, or equivalent. HKSI & IIQE qualifications required; candidates with either are welcome, but obtaining both during probation is necessary (e.g., CPA, HKSI, IIQE). At least 1 year of relevant experience, preferably in banking or financial institutions. Good command of MS Office and computer skills. Sales-driven, result-oriented, and able to work under pressure. Good communication and interpersonal skills. Proficiency in English, Cantonese, and Mandarin. ECF (Retail Wealth Management) qualification preferred. More experience qualifies for a Senior Personal Financial Consultant role. What We Offer Competitive salary, flexible benefits, community initiatives, and industry-leading learning and development opportunities. We care about your wellbeing, growth, and aspirations. Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
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hong kong, Hong Kong SAR China OCBC Full timeOverview Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. Responsibilities Provide high quality one-stop retail banking services to retail banking customers Promote a wide range of...
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Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeA prominent financial institution in Hong Kong is seeking a Personal Financial Consultant to provide tailored financial advice, helping customers manage investments and achieve financial goals through effective budgeting and planning. Responsibilities include offering retail banking services, promoting diverse products, and ensuring compliance with...
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