Job ref no.: 498450
Bank of China (Hong Kong) Limited

Wealth Strategist (Wealth Specialist)

Bank of China (Hong Kong) Limited

Job No.: 498450
Employment Type: Full time
Departments: Personal Digital Banking Product Department
Job Functions: Strategic Planning, Financial Management, Investment Management


  • Liaise with in house departments to produce internal market view to support business need.
  • Conduct investment research & develop investment strategies on various markets and asset classes to meet customer investment need.
  • Produce & deliver consistent market views & strategies to sales staff and public through various means.
  • Support various kinds of investment sales activities & client meeting.


  • 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 coprehensive 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

To apply:

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. 498450
Job Function
Employment Term
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree
  • Master's degree
Require to Travel
  • Travel occasionally