Investment Consultant – Retail Sales Department Job in 財務及金融 in 所有澳門特別行政區地區

Investment Consultant – Retail Sales Department Job in 財務及金融 in 所有澳門特別行政區地區 - Job Description

職位內容

公司名稱: OCBC Bank (Macau) Limited
OCBC Bank (Macau) Limited (formerly known as Banco OCBC Weng Hang, S.A.) (the “Bank”) is a wholly-owned subsidiary of OCBC Bank (Hong Kong) Limited (formerly known as OCBC Wing Hang Bank Limited) (“OCBC Hong Kong”), a company incorporated in Hong Kong. Originally known as Banco Weng Hang, S.A., the Bank was established in 1941 and is currently operating 11 branches in Macau.

Its parent bank in Hong Kong, Wing Hang Bank, Limited, was renamed as OCBC Wing Hang Bank Limited after becoming a wholly-owned subsidiary of Oversea-Chinese Banking Corporation Limited in Singapore on 15 October 2014. The group of Oversea-Chinese Banking Corporation Limited is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with Aa1 by Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, Oversea-Chinese Banking Corporation Limited is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. Oversea-Chinese Banking Corporation Limited is the longest established Singapore bank with an international presence of more than 480 branches and representative offices in 19 countries and regions. Oversea-Chinese Banking Corporation Limited’s market-leading subsidiaries include Great Eastern Holdings, the oldest and most established life insurance group in Singapore and Malaysia; Lion Global Investors, one of the largest private sector asset management companies in Southeast Asia; and Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC Hong Kong, together with its subsidiaries and affiliated companies, offers a comprehensive range of commercial banking products and services and other financial services such as consumer financing, share brokerage and insurance, among others. It has a network of over 60 branches and offices in Hong Kong SAR, Macau SAR and Mainland China.

The Bank, as part of the OCBC group of companies, offers customers an augmented banking network, global market access and an extensive range of products and services for personal and business financial needs.

Investment Consultant – Retail Sales Department

Responsibilities:

Develop and implement strategies to drive the investment business to achieve the bank’s designated targets
Provide professional advisory support and coach the Premier Relationship Managers (PRMs) to meet their investment targets, with a focus towards Unit Trusts and Treasury Products
Provide portfolio review to clients (market views, trade ideas, explanation of products) by collaborating with PRMs in joint client meetings and acting as product specialist, and provide solutions for clients to meet their financial needs
Interpret and digest economic data, research reports, translate them into actionable trades or product ideas and share to PRMs
Oversee the daily investment transactions, work with settlement department to make sure the transactions are properly placed to Fund Houses/Treasury
Act as point of contact of Fund Houses/Treasury, arrange and conduct market briefing and seminar for internal/external audience
Work closely with Product department to streamline selling procedure, source and onboard appropriate investment products

Requirements:

Bachelor’s degree or above in Finance, Business, Economics, or Accounting
5 - 8 years of relevant experience in investment advisory, research, sales, or trading in currencies, equity, or other Treasury-related products
Experience in Unit Trusts and portfolio allocation, in the capacity of Unit Trusts product managers or investment consultants or similar roles
Possess strong interest in and understanding of economics and financial markets, particularly in FX and equity markets
Mature, confident, and able to play a meaningful role in client meetings
Excellent communication, strong interpersonal skills, and good command of English, Mandarin, and Cantonese
License holder of CFA/CFP is preferrable

OUR BENEFITS

As rewards to high achievers, we offer an attractive remuneration package which includes:

• Performance bonus
• Paid family leave
• Sales incentive
• Education subsidy
• Privileged staff mortgage plan
• Provident fund scheme
• Medical coverage with flexible benefit
• High-yield payroll account

HOW TO APPLY

If you would like to head start your career in a fast growing organization, please send your application with position title and your CV to our bank:

By e-mail: career_mac@ocbc.com

By Mail: Human Resources Department
OCBC Bank (Macau) Limited
241 Avenida de Almeida Ribeiro, Macau

*Personal data collected will be kept confidential and used for recruitment purpose only.