Detail

What you’ll be doing?

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

Who are we looking for?

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

Why you should consider this opportunity?

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

5-day work week
Birthday leave & family leave
Performance bonus
Medical insurance (including Spouse & Children)
Life insurance

Please apply with full resume stating present & expected salary and contact phone number by email to [email protected] or by mailing to Human Resources Division, 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

Tags for this job:

Industry

Banking / Finance / Investment
Job Function

Banking & Financial Services>Fund Management

Banking & Financial Services>Investment

Sales, CS & Business Development>Account Servicing

Sales, CS & Business Development>Customer Service

Sales, CS & Business Development>Financial Services Sales
Location
Salary

HK$ -
Employment Type

Full Time
Benefits

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