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OCBC Bank (Hong Kong) Limited

Investment Consultant (Rank: AVP)

Hong Kong IslandFinance

About the role

FinEx AI summary

Execute the bank's investment directive, support branch managers in investment strategy, conduct joint calls with licensed sales staff, coach sales staff, and host workshops to uplift sales skills. Ensure compliance with AML and regulatory requirements, and collaborate with stakeholders on product launches.

Core skills

Investment StrategySales CoachingAML/ComplianceLicensing Exams (HKSI, IIQE)Microsoft OfficeChinese (Cantonese, Mandarin)

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