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Assistant Vice President - Investment Solutions Sales, Global Markets

OCBC Bank (Hong Kong) Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-07-03
  • Location:Sheung Wan
  • Employment Type:Full time
  • Job Function:Treasury  

Job Description

Responsibilities

​- Work closely with Relationship Manager / Wealth Management teams in soliciting and delivering Investment products to High Net-Worth Clients & Corporates Professional Investors
- Joint calls with business partners in meeting valuable clients, identifying needs and to provide suitable investment ideas / services to attain business targets
- Carry out regular market and credit updates, generate investment and trade ideas / product trainings
- Assist in product development as in Sales product specification, test plan, implementation & post launch monitoring / planning
- Conduct trade initiation, execution and necessary follow-ups with Business Partners
- Ensure full compliance with the bank’s policies & procedures

 

Requirements

​- University degree holder in Banking, Economics, Finance or other relevant disciplines
- Possess TMA full membership and bank experiences in Macau is an advantage
- Passed HKSI Examinations and qualified under SFO in handling regulated activity Types 1, 7, 8
- A minimum of 5 years of relevant experience and solid knowledge in Investment product (e.g. Bond / FX / Equity Linked derivatives)
- Excellent interpersonal and communication skills, independent, self-motivated and a good team player
- Strong work ethic, attention to details and willing to learn
- Well versed in MS Excel/Word/Powerpoint
- Proficiency in both spoken and written Chinese and English. Fluency in Mandarin

Company Info

OCBC Bank (Hong Kong) Limited

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