OCBC

Investment Consultant

OCBC Hong Kong

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hirly's read of this role

Seniority: Mid level
Country: HK
Work mode: On-site / unstated
First seen by hirly: 3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you will be doing:

Execute the bank directive in investment business

Support Branch Manager on exploring investment strategy from branch portfolio

Joint call with licensed investment sales staff to facilitate the investment business

Coach for licensed investment sales staff in investment business

Host workshop/clinic for uplift sales skills of individual sales staff

Enhance the knowhow of sales on AML, compliance and regulatory related items

Collaborate with stakeholders to support the ongoing investment sales activity and product launch

What we are looking for:

University degree in Finance, Economics or related disciplines

Pass in HKSI and IIQE Licensing Examinations

Preferably with CRWP, CFA or CFP qualifications

8-10 years banking experience in frontline investment business

sales/coaching

Proficiency in Microsoft Office tools

Proficiency in both written and spoken English, Chinese and Putonghua

Possess qualifications of ECF-RWM would be an advantage

#LI-GT1

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Original posting on OCBC's site ↗

Listed on hirly, a job board. hirly is not the employer: OCBC is hiring for this role.

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