Personal Financial Consultant
OCBC Bank(4 months ago)
Hong KongOnsiteFull TimeMedior$77,053 - $103,582 (estimated)Retail Banking
Apply NowAbout this role
A Personal Financial Consultant at a leading Singapore bank provides personalised financial guidance to retail customers, supporting their investment and wealth-management needs. The role sits within a long-established bank undergoing digital transformation and contributes to broader goals of customer growth and sustainable financial services. It is customer-facing and focused on helping clients plan and progress their financial objectives.
Required Skills
- Financial Advice
- Investment Products
- Financial Planning
- Budgeting
- Risk Assessment
- Sales
- Customer Service
- Compliance
- MS Office
- Communication
+2 more
Qualifications
- Bachelor's Degree
- HKSI
- IIQE
- ECF (Retail Wealth Management)
- HKCEE/HKDSE
About OCBC Bank
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