Senior Investment Consultant/ Investment Consultant, Private Banking

2 months ago


hong kong, Hong Kong SAR China Bank of China Full time
Senior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322
Employment Type: Full time
Departments: Private Banking
Job Functions: Asset Management, Dealing & Trading, Product Development & Management

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 the 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.
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