Strategic Investment Support Specialist
6 days ago
About Us: Bank Of China (Hong Kong) Limited is a leading financial services provider with a rich history and strong reputation. Our private banking arm offers bespoke wealth management solutions to high net worth individuals.
Job Summary: We are seeking an experienced Assistant Investment Consultant to join our team as a Strategic Investment Support Specialist. This role will support investment consultants in analyzing market trends and preparing investment proposals, handle order execution across various asset classes, provide comprehensive support to investment consultants, and deliver exceptional service to key clients of private banking and customer relationship managers.
Key Responsibilities:
- Collaborate with investment consultants to analyze market trends, assess investment opportunities, and prepare comprehensive investment proposals that meet client objectives.
- Execute orders efficiently and accurately across all asset classes, including FX, bonds, equities, ELNs, mutual funds, and alternative investments.
- Provide professional support to investment consultants, addressing their queries, and ensuring seamless communication with clients.
- Deliver exceptional service to key clients of private banking and customer relationship managers, building strong relationships through proactive and tailored support.
Requirements:
- Degree in Business Administration or related field from a reputable institution.
- A minimum of 2 years' experience in private banking, with a proven track record of delivering high-quality results.
- Strong self-motivation, ability to work independently, and maintain confidentiality when handling sensitive information.
- Good knowledge of various wealth management products and regulations, staying up-to-date on industry developments.
- Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.
- Proficiency in English, Cantonese, and Putonghua, with strong language skills essential for effective communication with clients and colleagues.
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