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Published 1 year ago

(Senior) Investment Portfolio Consultant

Bank Of China (Hong Kong) Limited

Job Description

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 Investment Portfolio Consultant) / 3 years (Investment Portfolio Consultant) 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.

Job Particulars

Job source
eFinancialCareers
Job reference
20801732
Date published
12 Apr 2024
Job keywords
Retail Banking, Other, Private Banking & Wealth Management, Product Specialisation, Quantitative Analytics
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