Senior Investment Consultant/ Investment Consultant, Private Banking

Bank Of China (Hong Kong) Limited Hong Kong

Posted 2 days ago Permanent Competitive

Responsibilities

Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations
Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
Take initiative to provide 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
Obtain quotation and dealing in securities

Requirement

University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
Minimum of 5 years' experience in different investment products or private banking
Strong self-motivation and ability to work independently
knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
Good understanding of financial markets and regulations
Strong communication and presentation skills
Proficiency in both English, Cantonese and Putonghua

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Job ID 494322

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