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Senior Investment Consultant/ Investment Consultant, Private Banking

Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong
Closing date
Jul 29, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • 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
  • 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

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