(Senior) Investment Portfolio Consultant

Bank of China (Hong Kong) Limited; Hong Kong Island; On-site; HKD 600,000 - 900,000; Full time

Job summary

A leading financial institution is seeking a Senior/Investment Portfolio Consultant to join their Personal Banking and Wealth Management Department. In this role, you will provide investment insights, develop strategies for clients, and offer training on investment products. Candidates should hold a Bachelor's degree in Finance or Economics, possess the relevant licenses, and have strong knowledge of investment markets. Proficiency in English and Chinese is essential, along with excellent interpersonal skills.

Qualifications

• Bachelor's degree or above in Finance, Economics, or related discipline.
• Licensed for selling investment products (HKSI Paper 1, 7, 8 or equivalent).
• Professional certifications like CFA, CFP, CRWP, FRM, and CMT are advantageous.

Responsibilities

• Provide investment views and conduct briefings on market trends.
• Deliver investment strategies to meet customer needs.
• Support various investment sales activities and client meetings.

Skills

Interpersonal skills

Presentation skills

Market knowledge

Investment strategies

Technical training

Education

Bachelor Degree in Finance or Economics

Job description

Senior/ Investment Portfolio Consultant

Apply Now 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 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 is preferred.
• Licensed for selling investment products - HKSI 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.

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