Investment Portfolio Consultant (IC)

Bank Of China (Hong Kong) Limited; Hong Kong; On-site; HKD 450,000 - 650,000; Full time

Benefits offered by this job

Medical insurance

Life insurance

Various allowances

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment market knowledge

Financial Management

Strategic Planning

Excellent presentation skills

Excellent interpersonal skills

Fluent in English and Chinese

Education

Bachelor Degree in Finance or Economics

Tools

CFA

CFP

FRM

CMT

Job description

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 opinions & conduct briefings on investment market trend and investment products features.
• Deliver investment strategies to meet customers' investment needs.
• Support 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 majoring in Finance, Economics or related discipline is preferred.
• Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent.
• Obtain 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.
• Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.
• Willing to travel overseas & Mainland China.

Mandatory Reference Checking

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please clickhere.

Benefits

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate.