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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

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