Investment Portfolio Consultant (IC)

Bank of China (Hong Kong) Ltd

Nashville, TN

JOB DETAILS
SKILLS
Bond Market, Chartered Financial Analyst (CFA), Chinese Language, Coaching, Consulting, Economics, English Language, Finance, Integrated Circuits (ICs), Interpersonal Skills, Investment Strategy, Market Trend Analysis, Presentation/Verbal Skills, Sales, Sales Support, Sales Training, Willing to Travel
LOCATION
Nashville, TN
POSTED
30+ days ago

Responsibilities:

  • Provide investment opinions & conduct briefings on investment market trend and investment products features.

  • Deliver investment strategies to meet customers'''' investment needs.

  • Support investment sales activities & client meeting.

  • Provide coaching on a wide range of investment products as well as technical trainings to sales staff.

Requirements:

  • Bachelor Degree or above majoring in Finance, Economics or related discipline is preferred.
  • Obtain licenses for selling investment products including HKSI Paper 1,7 & 8 or equivalent.
  • Obtain 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.
  • Excellent command of spoken and written English and Chinese. Fluent in Putonghua will be an advantage.
  • Willing to travel overseas & Mainland China.

About the Company

B

Bank of China (Hong Kong) Ltd