(Senior) Investment Portfolio Consultant

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 Por

Bank Of China (Hong Kong) Limited - Hong Kong - Full time

Salary: Competitive

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.
Apply
20801732

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