• To be confirmed
  • Hong Kong
  • Permanent, Full time
  • OCBC Wing Hang Bank Limited
  • 2019-02-13

Investment Consultant – Wealth Management

  • Full time
  • Hong Kong
  • 13 Feb 19

Investment Consultant – Wealth Management


  • 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



  • 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