Associate/AVP, Private Wealth Management
BOCI
- Company Industries:Financial Services
Job Information
- Post Date:2022-10-17
- Career Level:Middle
- Location:Sheung Wan
- Yr(s) of Exp:3 years
- Qualification:Degree
- Employment Type:Full Time
- Job Function:Banking / Finance Investment Wealth Management
Job Description
The Role
AVP, Private Wealth Management
Key Accountabilities
- Work on a team basis to expand an assigned portfolio of accounts with varying and/or complex financial needs with the objective of revenue growth
- Assist Relationship Managers on a number of key accounts including High-Net-Worth (HNW) individuals, Ultra High-Net-Worth (UHNW) individuals, as well as corporates
- Assist Relationship Managers to handle client relationships by offering tailored investment solutions and increase income generated from the clients
- Handle client account opening and client onboarding
- Be a point of entry for processing client enquiries and orders, and to ensure that administrative arrangements and processes are completed according to corporate policies and procedures
- Carry out daily transaction processing and complex troubleshooting
- Perform other ad-hoc duties as assigned
Skills & Experience
- Relevant individual with SFC RA 1, 2, 4, 5 license
- Bachelor's degree or above in business-related disciplines
- At least 3 years relevant working experience gained in financial companies, with specific knowledge of wealth management and investment industry, including but not limited to financial instruments, workflows, market players and product trends
- Some knowledge in sales processes, especially Wealth Management Product (WMP) sales processes, would be very helpful
- Possession of a strong analytical mindset and a sense of ownership and commitment
- Able to establish good working relationships with stakeholders
- Excellent command of Chinese (Cantonese and Mandarin) and English, with strong influencing skills
- Basic knowledge of financial software such as Bloomberg
Other Information
Notes to applicants:
- Please apply in strict confidence with full resume, academic record, current and expected salaries.
- The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
- 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.
Company Info
See Job Descriptio
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