Investment Consultant Assistant

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time
About the Role:
The Investment Consultant Assistant will play a vital role in supporting the Investment Consulting team in delivering exceptional client service. As an assistant, you will be responsible for handling various tasks, including market research, investment proposal preparation, and order execution.

Key Responsibilities:
  • Assist Investment Consultants in conducting market research and analyzing data to inform investment decisions.
  • Prepare investment proposals and present them to clients, showcasing the benefits of different investment strategies.
  • Execute orders for various asset classes, ensuring timely and accurate transactions.

Requirements:
  • Bachelor's degree in Business Administration or related fields.
  • Minimum 2 years' experience in private banking or a related field.
  • Strong analytical and problem-solving skills.
  • Good understanding of wealth management products and regulations.
  • Excellent communication and interpersonal skills.
  • Proficiency in English, Cantonese, and Putonghua.


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