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Senior Investment Consultant/ Investment Consultant, Private Banking at Bank of China (Hong Kong) Limited

, , -

Full Time

Start Date

Immediate

Expiry Date

30 Aug, 26

Salary

0.0

Posted On

01 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Estate Planning, Asset Allocation, Portfolio Review, Financial Market Analysis, Client Relationship Management, Investment Advisory, Securities Dealing, Communication Skills, Presentation Skills, English Proficiency, Cantonese Proficiency, Putonghua Proficiency

Industry

Banking

Description

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 #LI-LC1

Responsibilities

Provide comprehensive investment advice and holistic recommendations to private banking clients and relationship managers. Responsibilities include reviewing portfolios, analyzing market trends, and assisting in the identification of sales opportunities.