Strategic Wealth Management Associate

8 hours 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 motivated and results-driven Strategic Wealth Management Associate to join our Private Banking team in Hong Kong. As a key member of our team, you will play a vital role in supporting investment consultants in analyzing market trends and preparing investment proposals.

Key Responsibilities:

  • Analyze Market Trends: Work closely with senior investment consultants to analyze market trends, identify opportunities, and develop comprehensive investment strategies for our high-net-worth clients.
  • Investment Proposal Preparation: Assist in the preparation of detailed investment proposals, including financial analysis, risk assessment, and recommendation reports.
  • Order Execution: Handle the execution of orders across various asset classes, including FX, bonds, equities, ELNs, mutual funds, and alternative investments.
  • Client Support: Provide exceptional support to our investment consultants, ensuring seamless client service and fostering strong relationships with our key clients.

Requirements:

  • University Degree: Hold a university degree in Business Administration or related disciplines.
  • Experience: Possess minimum 2 years' experience in private banking, with a strong understanding of wealth management products and regulations.
  • Communication Skills: Demonstrate excellent communication and presentation skills, with proficiency in English, Cantonese, and Putonghua.
  • Self-Motivation: Showcase strong self-motivation, ability to work independently, and drive results-oriented performance.

About Us: Bank of China (Hong Kong) Limited is one of the largest foreign exchange and payment banks in Hong Kong, providing a wide range of financial services to individuals, businesses, and institutional customers. Our commitment to excellence, customer-centric approach, and innovative spirit have earned us a reputation as a trusted and reliable financial partner.



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