[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Oversea-Chinese Banking jobs](https://jobs.opennash.com/companies/oversea-chinese-banking/) · [Search jobs](/search/) Oversea-Chinese Banking · OCBC Hong Kong # Investment Consultant OCBC Hong Kong Full-time Finance & Accounting Listed on Oversea-Chinese Banking’s official careers site. Posted August 6, 2026. Check that it is still open and apply there. [Apply on Oversea-Chinese Banking’s careers site →](https://ocbc.wd102.myworkdayjobs.com/en-US/External/job/OCBC-Hong-Kong/Investment-Consultant_JR00007159) [OpenNash Jobs](https://jobs.opennash.com/) / [Oversea-Chinese Banking](https://jobs.opennash.com/companies/oversea-chinese-banking/) / Investment Consultant ## Job description ### 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. ### What you will be doing - Execute the bank directive in investment business Support Branch Manager on exploring investment strategy from branch portfolio Joint call with licensed investment sales staff to facilitate the investment business - Coach for licensed investment sales staff in investment business Host workshop/clinic for uplift sales skills of individual sales staff Enhance the knowhow of sales on AML, compliance and regulatory related items - Collaborate with stakeholders to support the ongoing investment sales activity and product launch What we are looking for: ​University degree in Finance, Economics or related disciplines Pass in HKSI and IIQE Licensing Examinations Preferably with CRWP, CFA or CFP qualifications 8-10 years banking experience in frontline investment business sales/coaching - Proficiency in Microsoft Office tools - Proficiency in both written and spoken English, Chinese and Putonghua Possess qualifications of ECF-RWM would be an advantage #LI-GT1 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. ## At a glance - Posted by the employer: Aug 6, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: 75 days - Location: OCBC Hong Kong - Employment type: Full-time[Apply on Oversea-Chinese Banking’s careers site →](https://ocbc.wd102.myworkdayjobs.com/en-US/External/job/OCBC-Hong-Kong/Investment-Consultant_JR00007159) ## More jobs at Oversea-Chinese Banking ### [(Executive Director) Senior FX/Rates Macro Sales – Financial Institutional Sales, Global Markets](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/5d56bc642319b347b9e6/) OCBC Hong Kong ### [(Senior) Personal Financial Consultant](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/d2df8a1148f2d9048c58/) OCBC Hong Kong ### [AVP - VP, Investment Product & Distribution](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/89d1e5c47a40692d68d2/) OCBC Hong Kong ### [AVP, Digital Transformation, Consumer Financial Services](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/29d8cd01fb33e50545c1/) OCBC Hong Kong ### [AVP, Investment Product & Distribution](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/6ad755dfd821e054881f/) OCBC Hong Kong ## Similar jobs at other companies ### [Senior SAP Investment Management Consultant](https://jobs.opennash.com/companies/ntt/jobs/e9c8cc95b2c6ab97650b/) NTT · Makati, Philippines ### [Investment Consultant (Internal Wholesaler)](https://jobs.opennash.com/companies/thrivent-financial/jobs/b71abd6a279e39e0445b/) Thrivent Financial · Minneapolis, MN ### [Senior Investment Consultant (Cross-boundary)](https://jobs.opennash.com/companies/hsbc-holdings/jobs/9315f3a65784bdad8950/) HSBC Holdings · Mongkok, Kowloon, Hong Kong ### [Investment Consultant - Hang Seng Bank (HK)](https://jobs.opennash.com/companies/hsbc-holdings/jobs/4f25c5b35cb33b885cca/) HSBC Holdings · Mongkok, Kowloon, Hong Kong ### [AVP/Associate, Investment Consultant, Investment Product & Advisory, Consumer Banking Group](https://jobs.opennash.com/companies/dbs/jobs/671bcde36e7bcb6763f7/) DBS · Taipei OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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