Bank Of China (Hong Kong) Limited

Senior Investment Consultant/ Investment Consultant, Private Banking | 人才服務辦公室

2024-09-12 00:00:00發布

立刻申請

職位描述

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

其他細節

職位空缺來源
eFinancialCareers
參考編號
21515572
發布日期
12 Sep 2024
關鍵詞
Private Banking & Wealth Management,Client Relations,Operations,Other,Investment Consulting,n/a

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