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Chief Investment Counselor (Fund Management & Alternative Investment Team)
Bank Of China (Hong Kong) Limited
January 5, 2020
Provide integrated and holistic investment advisory services that cover various asset classes to our private banking clients, including but not limited to personal investment portfolio, family businesses and legacies planning, corporate financial portfolio management advices
Collaborate closely with the Directors and Associate Directors to proactively devise and provide insightful investment strategies that fit sophisticated / UHNW / HNW clients' wealth management, liquidity management, legacy planning, asset diversification needs
Scrutinize market changes and act swiftly to ensure clients' interests are being safeguarded
Actively participate in the client engagement and sales activities by closely collaborating with the various stakeholders, including but not limited to the seniors in the private banking team, other departments and the mother company
Track the performance indicators based on the authorities delegated
Participate in full spectrum of business development and knowledge building activities, for instance market analysis conferences, skills and knowledge training events
Liaise with external parties in the capacity of an agent of the private banking team for execution of investment deals
Ensure the end-to-end sales and investment advisory activities are fully compliant
University graduate, and additional professional qualifications in Finance or Investment discipline will be a plus
At least 10 years of solid working experience in financial industry, particularly in the capacity of an investment counselor in serving UHNW / HNW private banking clients through tailor making suitable investment portfolios
Familiar with global, regional and local investment market traits and trends
Possesses strong knowledge in fund management and various alternative investment products
Superb holitic portfolio planning capability
Strong negotiation, communications, organizational, analytical, customer service and problem-solving skills
Possesses consultative selling skills, robust business development and prospecting skills
Agile and flexible to adapt
Ability to manage client book in a compliant manner
Good command of written and spoken English and Chinese (including Putonghua)