Investment Consultant - Wealth Management

Employer
OCBC Wing Hang Bank Limited
Location
Hong Kong
Salary
To be confirmed
Posted
Feb 13, 2019
Closes
Mar 19, 2019
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Responsibilities:

  • Actively support and drive front-line sales to achieve business growth of wealth management products
  • Plan, organize and conduct training for sales force to equip them with necessary competencies to conduct selling activities
  • Support joint-call meetings, clients portfolio review, sales activities and promotions
  • Collaborate and build effective partnership with branch managers and front-line sales to deliver sales target

 

Requirements:

  • University degree in business related disciplines
  • Minimum 5 years' relevant experience in banking/ financial services industry
  • Holder of relevant SFC licenses
  • Candidate with CFA or CFP qualification is preferred
  • Sales driven and goal oriented
  • Good analytical ability and excellent interpersonal skills
  • Proficiency in both written and spoken English, Chinese and Putonghua

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