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Investment Portfolio Consultant (IC) at Bank of China (Hong Kong) Limited

, , -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

0.0

Posted On

12 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategy, Market Analysis, Portfolio Management, Client Relationship Management, Technical Training, Financial Presentation, Bonds, Equities, Commodities, Foreign Exchange, Unit Trusts, Structured Products

Industry

Banking

Description

RESPONSIBILITIES: * Provide investment opinions & conduct briefings on investment market trend and investment products features. * Deliver investment strategies to meet customers' investment needs. * Support investment sales activities & client meeting. * Provide coaching on a wide range of investment products as well as technical trainings to sales staff. REQUIREMENTS: * Bachelor Degree or above majoring in Finance, Economics or related discipline is preferred. * Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent. * Obtain professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage. * Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products. * Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure. * Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage. * Willing to travel overseas & Mainland China.

Responsibilities

Provide expert investment opinions, market trend briefings, and tailored strategies to meet customer needs. Support sales activities and provide technical coaching on investment products to sales staff.