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Financial Strategist

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Description

We are seeking a highly skilled Wealth Strategist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our investment team, you will be responsible for developing and implementing investment strategies to meet customer needs.

Key Responsibilities
  • Liaise with internal departments to produce market views and support business needs.
  • Conduct investment research and develop strategies on various markets and asset classes.
  • Produce and deliver market views and strategies to sales staff and the public through various channels.
  • Support investment sales activities and client meetings.
Requirements
  • Bachelor's degree or above in Finance, Economics, or a related field.
  • At least 6 years of relevant experience in the banking or financial industry.
  • Licensed to sell investment products in Hong Kong.
  • Professional certifications such as CFA, CFP, or CRWP are an advantage.
  • Strong knowledge of investment markets and products, including bonds, equities, commodities, and FX.
  • Excellent interpersonal and presentation skills, with the ability to work under pressure.
  • Fluent in English and Chinese, with a strong command of Putunghua.
  • Will to travel overseas and Mainland China.