Investment Consultant at OCBC

職位 Investment Consultant
刊登日期 20 Feb 2026
已過期 22 Mar 2026
公司名稱 OCBC
地點 香港 | HK
僱傭形式 Full Time

職位描述:

最新職位資訊來自 OCBC 職位為 Investment Consultant. If the Investment Consultant 職位空缺在 香港 符合您的資格,請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意,求職申請並非總是容易的,申請人必須符合公司設定的特定要求。我們希望以下在 OCBC 職位為 Investment Consultant 的職業機會適合您的專業資格。

WHO WE ARE:

As 新加坡'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.

  • ​Coaching for licensed investment sales staff in investment business
  • Join call with licensed investment sales staff to facilitate the investment business
  • Execute the bank directive in investment business
  • Collaborate with investment product team to support the on-going investment sales activity and product launch
  • Support Branch Manager on exploring investment strategy from branch portfolio
  • Host workshop/clinic for uplift sales skills of individual sales staff
  • Enhance the knowhow of sales on AML, compliance and regulatory related items
  • ​University degree in Finance, Economics or related disciplines
  • 8-10 years banking experience in frontline investment business sales/coaching
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CRWP, CFA or CFP qualifications
  • Strong sales driven, result-oriented with good communication skills
  • Proficiency in both written and spoken English, Chinese and Putonghua
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.

工作資料:

  • 公司名稱: OCBC
  • 職位: Investment Consultant
  • 工作地點: 香港
  • 國家: HK

如何提交申請:

在閱讀並了解職位資料中說明的入職標準及最低資格要求後, Investment Consultant at the office 香港 以上,請立即準備好求職信、履歷表(CV)、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

此招聘廣告已過期(刊登超過 30 天)。
請在我們的平台上搜尋最新的工作機會: 首頁.

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