Senior Investment Consultant
3 days ago
Job Overview
We are seeking a Senior Investment Consultant to join our team at the Bank of China. As a key member of our Private Banking department, you will be responsible for providing expert investment advice to high net worth individuals and families.
Responsibilities
- Conduct thorough needs assessments with clients to understand their financial goals and risk tolerance.
- Develop and implement customized investment strategies tailored to each client's unique situation.
- Maintain ongoing relationships with clients to ensure they remain satisfied with our services.
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
- Collaborate with other professionals within the bank to provide comprehensive financial solutions to clients.
Requirements
- 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.
- Proficiency in both English and Cantonese/Putonghua.
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