Senior Investment Specialist
4 weeks ago
As a Senior Investment Consultant at Bank Of China (Hong Kong) Limited, you will be responsible for providing comprehensive investment advice to key clients of private banking and customer relationship managers. This includes understanding customer's asset status, risk tolerance, investment orientation, and expected return rate to provide tailored recommendations. You will also be expected to continue providing professional and excellent investment advice, take initiative to provide latest market information, and actively assist and coach relationship managers to explore customers' needs and sales opportunities. Additionally, you will review customers' assets and portfolios with customer relationship managers on a regular basis and obtain quotation and dealing in securities.
Requirements:
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 is required. Strong self-motivation and ability to work independently are essential. You should have knowledge of various wealth management products and be able to recommend various portfolios and products to meet clients' needs. Good understanding of financial markets and regulations is also necessary. Strong communication and presentation skills are required, as well as proficiency in both English, Cantonese and Putonghua.
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