Private Wealth Manager
5 days ago
Investment Advice Specialist
The Bank of China is seeking an experienced Investment Consultant to provide expert investment advice to high net worth individuals and families. As a key member of our Private Banking department, you will be responsible for developing and implementing customized investment strategies tailored to each client's unique situation.
Core Responsibilities
- Conduct thorough financial needs assessments with clients to identify investment opportunities.
- Develop and implement investment plans that align with clients' financial goals and risk tolerance.
- Maintain ongoing relationships with clients to ensure they remain satisfied with our services.
- Stay informed about market trends and economic conditions to provide timely advice to clients.
- Collaborate with other professionals within the bank to deliver comprehensive financial solutions.
Required Qualifications
- University degree in Business Administration or related field.
- Minimum 5 years' experience in investment management or private banking.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Bilingual proficiency in English and Cantonese/Putonghua.
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