Senior Wealth Specialist/Wealth Specialist Senior Wealth Specialist/Wealth Specialist …

Bank Of China (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Last application, 06 May 21
Competitive
Bank Of China (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Last application, 06 May 21
Competitive
Senior Wealth Specialist/Wealth Specialist
Responsibilities:
  • Provide investment views & conduct briefings on investment market trend and investment products features.
  • Deliver investment strategies to meet customer investment needs.
  • Support various kinds of investment sales activities & client meeting.
  • Provide coaching on a wide range of investment products as well as technical trainings to sales staff.

Requirements:
  • Bachelor Degree or above with major in Finance, Economics or related discipline.
  • 5 years (Senior Wealth Specialist) / 3 years (Wealth Specialist) of relevant working experience in Banking / Financial industry.
  • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.
  • Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.
  • Sufficient experience, good market sense and strong knowledge on investment markets & products, including but not limited to bonds, equities, commodities & FX, Unit Trust & Structured Products.
  • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.
  • Enthusiasm in achieving goals.
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential.
  • Willing to travel overseas & Mainland China.

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