FX Specialist, Consumer Financial Services
OCBC · Hong Kong · 4d ago
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.
What you will be doing:
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.
What we are looking for:
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.
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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.