STEMM Jobs

(Senior) Wealth Strategist

 
  • Bank of China (Hong Kong)
  • China
  • Sep 26, 2024
Maths Full-time
About Bank of China (Hong Kong)
Bank of China (Hong Kong) Limited operates as a bank. The Bank offers corporate, private, and I-free banking, wealth management, deposits, credit card, investments, insurance, loan, mortgages, and other financial services. Bank of China...

Job Description:


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    Job ID:

    33889

    Location:

    Hong Kong 

    Field:

    Maths
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    Job Views:

    30

    Employment Type:

    Full-time
    col-wide   

    Job Description:

    "


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    Responsibilities:<\/span><\/strong><\/p>\n

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


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      Requirements:<\/span><\/strong><\/p>\n

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      • Bachelor Degree or above with major in Finance, Economics or related discipline.<\/span><\/li>\n
      • 6 years (Senior Wealth Specialist) \/ 4 years (Wealth Specialist) of relevant working experience in Banking \/ Financial industry.<\/span><\/li>\n
      • Licensed for selling investment products - HKSI LE Paper 1,7 & 8 or equivalent.<\/span><\/li>\n
      • Professional certifications such as CFA, CFP, CRWP, FRM and CMT will be an advantage.<\/span><\/li>\n
      • 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.<\/span><\/li>\n
      • Excellent interpersonal and presentation skills, self-motivated and independent, able to work under pressure.<\/span><\/li>\n
      • Enthusiasm in achieving goals.<\/span><\/li>\n
      • Excellent command of spoken and written English and Chinese, and Putunghua is essential.<\/span><\/li>\n
      • Willing to travel overseas & Mainland China<\/span><\/li>\n<\/ul>\n
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        Posted:

        26/09/2024