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Client Advisor (Rank: VP) @ Ocbc

Hong KongOnsiteFull Time
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About this role

Client Advisor (Rank: VP) at Ocbc. Location: Hong Kong. Role: advising clients, managing portfolios, driving growth Requirements: University degree in finance/economics, HKSI & IIQE qualifications, 8+ years servicing affluent clients, strong sales orientation, MS Office proficiency, multilingual communication skills. Category: Finance Seniority: Senior Level Tools: Microsoft Office Certifications: hksi, iiqe, cfa, cfp, ecf-rwm Commitment: Full Time Workplace: Onsite Languages: English, Chinese

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