For Recruiters

Associate, Investment Consultant, Private Banking

BOC International
Hong Kong
Posted 2 days ago In-Office Permanent Not Specified

The Role

Act as professional investment advisor on market and trading conditions to relationship managers and clients.

Key Accountabilities

  • Provide high-quality advisory and accurate assessment of markets and trading conditions to relationship managers and clients
  • Generate a wide range of top investment ideas/solutions across equities, fixed income, commodities, structured products, FX, and mutual fund etc.
  • Meet with clients and identify their needs. Review clients’ portfolios to match their needs and risk-reward profiles
  • Support investment counselors and private bankers in various investment advisory services
  • Assist on preparing investment proposals with Investment Consultants/Relationship Managers to clients

Skills & Experience

  • Bachelor’s Degree or above
  • 5-10 years of experience in the relevant field preferably in private banking
  • Deep understanding of capital markets and fixed income products
  • 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
  • Strong language skills including written Chinese and spoken Mandarin

Other Information

Notes to applicants:
1. Please apply in strict confidence with full resume, academic record, current and expected salaries.
2. The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
3. 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  BOCI00395-1932
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