FX Sales, Consumer Financial Services

Reposted 11 Days Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Senior level
Financial Services
The Role
Provide FX product expertise and advisory support, assist in client engagement, drive FX business growth, and enhance client experience.
Summary Generated by Built In
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:

Responsible for providing FX product expertise and advisory support to frontline sales staff, assist in client engagement activities, and work with stakeholders to drive FX business growth and deliver an enhanced client experience.

Main Responsibilities:

  • Serve as a product specialist in FX and structured FX solutions, offering technical guidance and market insights.
  • Support frontline teams by joining client meetings when needed, providing suitable product recommendations and clear explanation of features and risks.
  • Assist sales staff in executing FX sales activities and ensuring compliance with regulatory and internal requirements.
  • Add value to high‑net‑worth and affluent clients with tailored FX insights and market updates.
  • Deliver product and market training to uplift frontline knowledge and support new product launches and client education events.
  • Help branches deepen client engagement and strengthen FX business opportunities.

Requirements:

  • University degree in Business Administration, Banking and Finance, Economics, or related disciplines
  • Preferably with pass in HKSI Licensing Examinations.
  • At least 5 years of proven sales experience in FX products, preferably with relationship management experience with high-net-worth clients.
  • Solid knowledge of retail banking and FX products.
  • Independent, proactive, and able to execute assigned strategies effectively.
  • Excellent interpersonal and communication skills
  • Ability to collaborate with control functions to maintain robust risk management.
  • Proficiency in both written and spoken English and Chinese.

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.

Top Skills

Fx Products
Retail Banking
Structured Fx Solutions
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The Company
0 Employees
Year Founded: 1932

What We Do

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC 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. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary 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's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.

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