For Recruiters

AVP, Investment Consultant, Private Banking

BOC International
Hong Kong
Posted 1 day ago In-Office Permanent Not Specified

The Role

AVP, Investment Consultant, Private Banking 

Key Accountabilities

  • Cover Hong Kong equity markets to provide market strategies and investment ideas on regular basis;
  • Maintain a HK-equity coverage list with timely updates on both fundamental and market movements of covered names;
  • Contribute to monthly investment outlooks on both market views and asset allocation from HK equity perspective;
  • Provide structure product ideas with various underlying assets based on market and industry trend;
  • Spot investment and trading opportunities in equity area;
  • Cooperate with RMs to review clients portfolio and provide advice on portfolio rebalancing via conference call or face to face meeting;
  • Response to RMs as hoc inquire;
  • Such other duties as shall be directed by your superiors from time to time

Skills & Experience

  • Bachelor degree in relevant disciplines, such as Finance, Economic and Business Administration, MBA and Master degree is a plus
  • 8 years or above of relevant industry experience, private banking preferred
  • SFC/HKMA Type 1 and 4 license is required
  • Knowledge in equity and structure products in private banking area
  • Good understanding of global financial markets
  • High standard on compliance and risk control to meet bank’s policies and regulatory requirements
  • Excellent communication, presentation and interpersonal skills
  • Strong analytical and presentation skills
  • Excellent team spirit and able to work under tight time pressure
  • Client- focused team player with highest standards of ethical and professional behavior
  • Good command of spoken and written English & Chinese (both Cantonese & Mandarin)

Other Information

Notes to applicants:

  • Please apply in strict confidence with full resume, academic record, current and expected salaries.
  • The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
  • Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.



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Job ID  BOCI00432-1923
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