Sales, Investment Solutions, Global Markets (Hong Kong)
OCBC Bank (Hong Kong) Limited · OCBC Hong Kong, Hong Kong
About The Role
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.
Job Summary
- Identify and develop new business opportunities across retail, affluent, and/or professional investor segments
- Achieve individual sales targets across investment products
- Support cross-selling of investment product through collaboration with Wealth Management, RM and internal stakeholders
- Support business reports, sales analysis, and performance dashboards for management review
- To ensure all team’s full compliance of external & internal regulatory requirement
What you do
- A Team member of Investment Solutions under Global Markets, to support Treasury products to various business segments within the Bank & clientele include HNW / Premier / mass segments
- Work in tandem with business stakeholders to develop total solutions / suitable products to clientele including product development, product ideas, trades/execution and post deal handling / sales analytics
- Carry out regular market updates, generate investment trade ideas / product trainings
- Prepare business reports, sales analytics and performance dashboards for management review
- Use of simple automation / robotic solutions to streamline processes and product life-cycle management
- Support trade execution, spread management & relevant maintenance
- Ensure full compliance with the Bank’s internal and regulatory requirements
Who you are
- Degree holder in related fields
- Solid understanding of financial markets and investment products
- Sales driven, proactive, and able to work under pressure
- Strong analytical and interpersonal skills
- Proficiency in data analysis and reporting tools, able to develop or support simple automation / robotic solutions & process improvement initiatives
- Presentable, persistent and willing to take on challenges
- Strong communication and interpersonal skills / teamwork
- Fluent in both spoken and written English & Mandarin
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.
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