Skip to main content

Bank of China (Hong Kong)

Investment Portfolio Consultant (IC)

Hong Kong

Apply on Bank of China (Hong Kong)’s site ↗View original ad
Location
Hong Kong
Work
Not stated
Employment
Full-time
Level
Not stated
Function
Finance
Pay
Not stated
Posted
2 days ago

About the role

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.

Source

Posted by Bank of China (Hong Kong) on their own hiring page, careers.pageuppeople.com. OptiTalent shows it as published, read 06 Nov 2026 23:35 UTC; the original is the reference.

View the original ad ↗

More at Bank of China (Hong Kong)

  • Operations Manager - Loans Division

    Today

    Bank of China (Hong Kong) · Hong Kong

    Full-timeManagerOperations

    Loan administration and operation support; Prepare loan agreements and collateral documents; Ensure duly execution of loan documentations and comply with all policy, legal and regulatory requirements; Data and Limit input to mainframe systems; Coordinate with frontline units…

  • Business Compliance and Operational Risk Assistant Manager (BRCM)

    Today

    Bank of China (Hong Kong) · Hong Kong

    Full-timeMid levelLegal & compliance

    Coordinate and monitor the overall compliance and operational risk for the Southeast Asia (SEA) and Hong Kong market.; Oversee audit rectification and keep tracking their effectiveness.; Oversee incident reporting processes and ensuring appropriate escalation.

  • Assistant Relationship Manager, Business Banking

    Today

    Bank of China (Hong Kong) · Hong Kong

    Full-timeEntry levelEngineering

    Assist in Business Integrated Account (BIA) opening and other KYC actions; Attend client meeting with senior CRM and assist in document preparation, logistics management and other tasks assigned; Serve a designated portfolio of accounts in the SME Banking business segment;…

  • Relationship Manager, Business Banking

    Today

    Bank of China (Hong Kong) · Hong Kong

    Full-timeEngineering

    Serve a designated portfolio of accounts in the SME Banking business segment; Develop the portfolio by prospecting new clients and offering suitable corporate banking services to the existing customers