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Published 1 year ago

Senior Investment Consultant/ Investment Consultant, Private Banking

Bank Of China (Hong Kong) Limited

Job Description

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

    LI-LC1

Job Particulars

Job source
eFinancialCareers
Job reference
20920199
Date published
15 Apr 2024
Job keywords
Private Banking & Wealth Management, Client Relations, Operations, Other, Investment Consulting, n/a
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