The Role

Team leader of our private banking investment consultation services.

Key Accountabilities

• Lead the team and provide high-quality advisory and accurate assessment of markets and trading conditions to relationship managers and clients
• Generate a wide range of top investment ideas/solutions across equities, fixed income, commodities, structured products, FX, and mutual fund etc.
• Meet with clients and identify their needs. Review clients’ portfolios to match their needs and risk-reward profiles
• Support investment counselors and private bankers in various investment advisory services
• Assist on preparing investment proposals with Investment Consultants/Relationship Managers to clients

Skills & Experience

• 12 years of relevant experience in the market, preferably in a private banking environment
• Professional qualification/education background is a definite advantage
• Degree or above in finance or investment-related disciplines
• Experience in team leading and coaching
• High standard of regulatory compliance
• Strong language skills, including spoken Mandarin and written Chinese

Other Information

Notes to applicants:
1. Please apply in strict confidence with full resume, academic record, current and expected salaries.
2. The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
3. Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.