Investment Banking Professional

2 weeks ago


Hong Kong Island, Hong Kong SAR China Bank of China Full time
Job Description:
Senior Investment Consultant/ Investment Consultant, Private Banking

We are seeking a highly skilled and experienced Senior Investment Consultant/Investment Consultant to join our Private Banking team. As a key member of our team, you will be responsible for providing comprehensive investment advice to high net worth individuals and their families.

You will have the opportunity to work closely with our relationship managers and other specialists to deliver tailored solutions that meet the complex needs of our clients. Your expertise in asset management, dealing & trading, and product development & management will be invaluable in helping us build strong relationships with our clients.

Your responsibilities will include understanding customer's asset status, risk tolerance, investment orientation, and expected return rate to provide customers with comprehensive, holistic recommendations. You will also continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers.

Additionally, you will take initiative to provide the latest market information to the private banking customers and relationship managers, actively assist and coach relationship managers, explore customers' needs and sales opportunities, review customers' assets and portfolios with customer relationship managers on a regular basis, and obtain quotation and dealing in securities.



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