Investment Solutions Expert
4 days ago
Private Banking Expertise
We are looking for an experienced Investment Consultant to join our team at the Bank of China. As a key member of our Private Banking department, you will be responsible for managing complex investment portfolios for high net worth individuals and families.
Key Responsibilities
- Assess client financial situations to develop tailored investment plans.
- Implement investment strategies across various asset classes.
- Provide regular portfolio reviews and recommendations to ensure optimal performance.
- Stay informed about market developments and regulatory changes to adapt investment approaches as needed.
- Foster strong relationships with clients to deliver exceptional service.
Essential Skills
- University degree in Business Administration or related discipline.
- At least 5 years' experience in investment management or private banking.
- Strong understanding of financial markets and instruments.
- Excellent communication and analytical skills.
- Bilingual proficiency in English and Cantonese/Putonghua.
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