Private Wealth Manager

5 days ago


Hong Kong Island, Hong Kong SAR China Bank of China Full time

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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