Strategic Portfolio Manager for High Net Worth Individuals

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Description

As a Senior Investment Consultant/ Investment Consultant, Private Banking at Bank Of China (Hong Kong) Limited, you will play a pivotal role in providing holistic investment recommendations to high net worth individuals.

Responsibilities
  • Customer Insights: Develop an in-depth understanding of clients' asset statuses, risk tolerance levels, investment orientations, and expected return rates to deliver tailored advice.
  • Investment Advice: Offer expert guidance on wealth management, estate planning, diversified asset distribution, and other relevant services to key private banking clients and relationship managers.
  • Market Updates: Stay abreast of the latest market trends and information, communicating them effectively to private banking customers and relationship managers.
  • Relationship Building: Foster strong relationships with relationship managers, assist them in exploring customer needs, and identify potential sales opportunities.
  • Portfolio Reviews: Regularly review customers' assets and portfolios with customer relationship managers to ensure alignment with their goals and objectives.
  • Securities Transactions: Obtain quotations and execute transactions in securities as required.
Requirements
  • Educational Background: Hold a university degree in Business Administration or a related field, with professional certifications such as CFA, CFP, or CPWP being advantageous.
  • Industry Experience: Possess a minimum of 5 years' experience in various investment products or private banking environments.
  • Key Skills: Demonstrate strong self-motivation, ability to work independently, and proficiency in both English, Cantonese, and Putonghua.
  • Wealth Management Expertise: Have knowledge of various wealth management products and be able to recommend suitable portfolios and products to meet clients' needs.
  • Financial Market Knowledge: Possess a good understanding of financial markets and regulations.
  • Communication Skills: Exhibit strong communication and presentation skills to effectively engage with clients and internal stakeholders.


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