Senior Investment Consultant/ Investment Consultant, Private Banking

Bank of China (Hong Kong) Limited

Job No.: 494322
Employment Type: Full time
Departments: Private Banking
Job Functions: Asset Management, Dealing & Trading, Product Development & Management

Responsibilities

  • Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
  • Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
  • Take initiative to provide latest market information to the private banking customers and relationship managers
  • Actively assist and coach relationship managers, explore customers’ needs and sales opportunities
  • Review customers' assets and portfolios with customer relationship managers on a regular basis
  • Obtain quotation and dealing in securities

Requirement

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
  • Minimum of 5 years' experience in different investment products or private banking
  • Strong self-motivation and ability to work independently
  • knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
  • Good understanding of financial markets and regulations
  • Strong communication and presentation skills
  • Proficiency in both English, Cantonese and Putonghua
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 投資服務
  • 銀行 ‧ 金融服務 - 私人銀行服務
  • 銀行 ‧ 金融服務 - 一般 · 其他
工作地點
  • 中環
僱用形式
  • 全職
教育程度
  • 學士

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