Personal Financial Consultant 個人財務顧問 Job in 財務及金融 in 所有澳門特別行政區地區

Personal Financial Consultant 個人財務顧問 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.

Personal Financial Consultant 個人財務顧問

Responsibilities:

Build and maintain positive relationships with mass customers by delivering high-quality customer services
Identify customer banking / financial needs and recommend appropriate services and products to assist them achieving their financial goals
Meet business targets by proactively identifying sales opportunities and cross-selling relevant bank services / products, including insurance and investment
Ensure smooth branch operations and adhere to relevant guidelines and procedures
Assist superior to coach and mentor junior staff to better meet branch sales targets

Requirements:

Bachelor’s degree or above
Insurance license
Sound knowledge of retail banking products including mortgage loan, wealth management products (i.e., Investment & Insurance), credit card, etc.
Minimum 1 years of sales experience in the banking services
Exhibit strong interpersonal and communication skills
Creative and possess the initiative, drive, and ability to work independently and in a team; has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue

OUR BENEFITS

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

• Performance bonus
• Paid family leave
• Sales incentive
• Education subsidy
• Wellness allowance
• Provident fund scheme
• Medical coverage
• 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.