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Wealth Strategist (IC)
Bank Of China (Hong Kong) Limited
Details

Posted: 28-Aug-23

Location: Hong Kong,

Type: Full Time

Salary: Open

Internal Number: 18935782

Responsibilities:
  • 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
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

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