Senior Investment Consultant/ Investment Consultant, Private Banking

Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) 2 days ago Be among the first 25 applicants Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong) 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 ResponsibilitiesUnderstand 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 RequirementUniversity 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 We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking, Capital Markets, and Financial Services Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x Get notified about new Senior Investment Advisor jobs in Hong Kong SAR . Investment Counselor Sr. Lead SVP - Citi Private Bank Private Bank - Discretionary Portfolio Manager Sales - VP Deputy Executive Manager, Business Portfolio Management and Strategy Sha Tin District, Hong Kong SAR 52 minutes ago Senior Manager, Business Controls & Projects, Wealth Management Senior Manager, Commercial Execution - International Wealth and Premier Banking Sha Tin District, Hong Kong SAR 2 weeks ago Senior Wealth Management Advisor (Insurance Specialist) RBD We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr