你所在的国家不提供此工作机会。
%20Limited){kind=logo}
Senior Investment Consultant / Investment Consultant, Private Banking
Bank Of China (Hong Kong) LimitedHong Kong30 天前
职位描述University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage Minimum of 5 years' experience in different investment products or private banking Strong self-motivation and ability to work independently knowledge of various wealth management products and able to rmend various portfolios and products to meet clients' needs Good understanding of financial markets and regulations Strongmunication and presentation skills Proficiency in both English, Cantonese and Putonghua
Responsibilities
- Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers withprehensive, holistic rmendations
- Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution
- Take initiative to provide latest market information to the private banking customers and relationship managers
- Actively assist and coach relationship managers, explore customers' needs and sales opportunities
- Review customers' assets and portfolios with customer relationship managers on a regular basis
- Obtain quotation and dealing in securities
Requirement
#LI-LC1
Job ID 494322
为此搜索创建职位提醒
Consultant • Hong Kong
相关职位
Sourcing and Evaluating PIPE Opportunities.Proactively identify and source PIPE investment opportunities in public companies, leveraging industry networks, sell-side relationshi...展示更多最后更新时间： 15天前
Founded in 2017, we are dedicated to fostering an ecosystem of seamless resource exchange, where efficiency and precision are paramount.
With cutting-edge solutions, we empower businesses to thrive ...展示更多上次更新时间：30 天前
This position is pivotal in establishing and fostering relationships with industry experts, influencers, key opinion leaders (KOLs), and institutions within the investment and financial sectors.The...展示更多上次更新时间：30 天前
About the Role : Euro Exim Bank, an award-winning global financial institution is seeking freelance-based professionals who are truly Passionate About Sales.
Your main task is to attract new clients ...展示更多上次更新时间：30 天前
We are Sinch, a global leader in cloud communication, offering innovative solutions that power seamless customer experiences through SMS, voice, video, and messaging.
Our technology enables business...展示更多最后更新时间： 17天前
Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment m...展示更多上次更新时间：30 天前
South-East Asia, providing financial services to under-served SMEs.We have already transformed access to credit for thousands of small businesses in the Philippines, and we are now building a full-...展示更多上次更新时间：30 天前
Petra Brands is seeking a highly analytical and detail-oriented.In this role, you will be responsible for analyzing financial data, creating financial models, and providing insights to help drive s...展示更多上次更新时间：30 天前
VP / Director, PE Investment
Infini Capital Management LimitedHong Kong, Central, HKQuick Apply
Senior Infrastructure Engineer
Lifebyte SystemsShenzhen, Guangdong Sheng, CNQuick Apply
KOL & Channel Development Specialist (North America)
moomooShenzhen, Guangdong Province, CNQuick Apply
- 推广
FIX Business Analyst - US Investment Bank
IO TECH SOLUTIONS LIMITEDHong Kong Island, Hong Kong Join a dynamic global business team as a.FIX Connectivity Business Analyst.We are seeking a well-rounded candidate with experience in front and middle office transactional systems across multiple a...展示更多上次更新时间：30 天前
Trade Finance Professional
Euro Exim BankVictoria City, Victoria City, HKQuick Apply
Account Executive Enterprise North Asia
SinchShenzhen, Guangdong Sheng, CNQuick Apply
Private Client Advisor
Henley & Partners - The Firm of Global Citizens®Hong Kong, Hong Kong, HKQuick Apply
- 推广
Funds Senior Associate
Worthington LegalHong Kong, Hong Kong SAR, Hong Kong Our client is a leading global law firm who are looking to grow their funds practice in Asia.This is an excellent opportunity for experienced funds lawyers to join a growing team working for a high...展示更多上次更新时间：30 天前
Venture Associate
First CircleHKQuick Apply
Financial Analyst
Petra BrandsShenzhen, Guangdong Province, CNQuick Apply
Investment Director - Event-Driven Long / Short investment strategies
Page ExecutiveHK Source and evaluate APAC merger arbitrage investment opportunities.Construct event-driven long / short portfolios with disciplined risk management.
A global hedge fund employing long / short and event-d...展示更多最后更新时间： 29天前
- 推广
- 新！
Consultant and Associate, Experienced Hire, Full-time, Greater China
Boston Consulting GroupShenzhen, Greater China Shanghai | Beijing | Shenzhen | Hong Kong | Taipei.Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportu...展示更多最后更新时间： 20小时前
- 推广
Scrum Master - US Investment Bank
IO TECH SOLUTIONS LIMITEDHong Kong Island, Hong Kong My client, a global US bank is seeking an experienced.Business Analysis to lead Agile squads in delivering impactful solutions.
The ideal candidate will champion Agile values, facilitate ceremonies,...展示更多上次更新时间：30 天前