Senior Investment Consultant

Employer
Bank Of China (Hong Kong) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Sep 03, 2017
Closes
Sep 06, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job description
  • 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