Investment Portfolio Architect & Strategy Coach

Bank of China (Hong Kong) Limited; Hong Kong; Presencial; HKD 450.000 - 650.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Life insurance

Various allowances

Descripción de la vacante

Leadingnation in Hong Kong is seeking a Financial Investment Specialist to provide strategic investment recommendations, support client meetings, and deliver tailored financial solutions. The ideal candidate will possess a Bachelor’s degree in Finance or Economics, strong knowledge of investment products, and must be fluent in both English and Chinese. Competitive remuneration and comprehensive benefits package offered, including medical and life insurance.

Formación

• Bachelor Degree or above majoring in Finance, Economics or related discipline.
• Excellent command of spoken and written English and Chinese.
• Fluent in Putonghua is advantageous.

Responsabilidades

• Provide investment opinions & conduct briefings on market trends.
• Deliver investment strategies to meet customers' needs.
• Support investment sales activities & client meetings.
• Provide coaching and technical training to sales staff.

Conocimientos

Investment market knowledge

Financial Management

Strategic Planning

Excellent presentation skills

Excellent interpersonal skills

Fluent in English and Chinese

Educación

Bachelor Degree in Finance or Economics

Herramientas

CFA

CFP

FRM

CMT

Descripción del empleo

Leadingnation in Hong Kong is seeking a Financial Investment Specialist to provide strategic investment recommendations, support client meetings, and deliver tailored financial solutions. The ideal candidate will possess a Bachelor’s degree in Finance or Economics, strong knowledge of investment products, and must be fluent in both English and Chinese. Competitive remuneration and comprehensive benefits package offered, including medical and life insurance.