2 周前发布

Senior/ Investment Portfolio Consultant

Bank of China (Hong Kong) Limited

职位描述

Join Bank of China (Hong Kong)

Be a dynamic member of our team

  • We commit to excellence and professionalism
  • We value people

We offer challenging and rewarding careers that will further your personal development.

For other vacancies, please visit our website at http://www.bochk.com

Job No.: 496022
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Strategic Planning, Financial Management, Investment Management

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 is preferred.
  • Licensed for selling investment products - HKSI 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.

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com

To apply: https://careers.pageuppeople.com/798/cw/en/job/496022/senior-investment-portfolio-consultant=11232

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

其他细节

职位空缺来源
CTgoodjobs
参考编号
3152900-01#3378
发布日期
2025年11月18日
关键词
Banking / Finance - Client Service, Banking / Finance - Investment, Banking / Finance - General / Others, Sales / CS / Business Devpt - Business Development, Sales / CS / Business Devpt - General / Others, Banking, Full-time, Senior management level, Master's degree, Degree, Bonds, CFA, CFP, Client Meeting, Coaching, Commodities, Economics, Equity, FRM, FX, Finance, Financial Management, HKSI, Investment, Investment Management, Investment Products, Investment Strategies, Personal Banking, Presentation Skills, Sales Activities, Senior Investment / Asset Management Officer / Asst Mgr, Strategic Planning, Structured Products, Technical Training, Travel, Wealth Management, Written English
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