Senior Wealth Specialist/Wealth Specialist

Employer
Bank Of China (Hong Kong) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
May 14, 2021
Closes
Jun 13, 2021
Ref
10749785
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Provide investment views & conduct briefings on investment market trend and investment products features.
  • Deliver investment strategies to meet customer investment needs.
  • Support various kinds of 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 with major in Finance, Economics or related discipline.
  • 5 years (Senior Wealth Specialist) / 3 years (Wealth Specialist) of relevant working experience in Banking / Financial industry.
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
  • 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.
  • Enthusiasm in achieving goals.
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential.
  • Willing to travel overseas & Mainland China.

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