Senior Investment Consultant

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Bank Of China (Hong Kong) Limited
  • 20 Aug 17

Senior Investment Consultant

Job description

  • 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
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