Senior Wealth Management Professional

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time
Job Description
We are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.

Main Responsibilities
  1. Conduct thorough financial analyses to identify clients' wealth management needs.
  2. Develop and implement customized wealth management plans to meet clients' objectives.
  3. Maintain strong relationships with clients and provide ongoing support to ensure their long-term financial well-being.
  4. Collaborate with internal stakeholders to develop and execute business strategies that drive growth and revenue.

Qualifications
  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum 2 years of experience in wealth management or a related field.
  • Hold relevant certifications, such as CFP or Chartered Financial Analyst (CFA).
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


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