banner
Job ref no.: 496022 (CT3129793-01#0771)
Bank of China (Hong Kong) Limited

Senior Wealth Specialist/Wealth Specialist

Bank of China (Hong Kong) Limited

About this company

Job No.: 496022
Employment Type: Full time
Departments: Personal Digital Banking Product 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.
  • 5 years (Senior Wealth Specialist) / 3 years (Wealth Specialist) 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. 

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com

To apply: https://careers.pageuppeople.com/798/cw/en/job/496022/senior-wealth-specialistwealth-specialist-11232

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

More job information
Job ref no. 496022 (CT3129793-01#0771)
Salary
Job Function
Industry
Location
  • Central
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree
Benefits
  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Extra maternity leave
  • Extra paternity leave
  • Family medical plan
  • Housing allowance
  • Insurance plan
  • Marriage leave
  • Medical plan
  • … + 9 more