Employer Ref: 496022
Recruit Ref: L060171707
Posting Date: 2025-10-03
Bank of China (Hong Kong) Limited
Bank of China (Hong Kong) Limited

Established in 2006, our Management Trainee ("MT") Programme aims to nurture high-calibre talents to become future leaders who are ready to take up challenges and excel in our businesses. Positioned as the cradle of leaders, we are determined to invest considerable amount of resources into our MTs, through the provision of multi-facets of developmental opportunities to facilitate their ever-learning total experiences and pave the promising career path. MTs who joined us in early years have evolved as business leaders and subject matter experts running their teams.
Senior / Investment Portfolio Consultant

Responsibilities:

  • Provide investment views & conduct briefings on investment market trend and investment products features.
  • Deliver investment strategies to meet customer investment needs.
  • Support various kinds of 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 with major in Finance, Economics or related discipline is preferred.
  • Licensed for selling investment products - HKSI  Paper 1,7 & 8 or equivalent.
  • 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.
  • Enthusiasm in achieving goals.
  • Excellent command of spoken and written English and Chinese, and Putunghua is essential.
  • Willing to travel overseas & Mainland China.

Interested parties please send your portfolio, full resume with expected salary and date of availability by clicking APPLY.

Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Middle 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Minimum QF Level attained:
-- 
Total Working Exp:
-- 
Salary(HKD):
-- (Monthly)
Location:
ChinaHong Kong
Overseas
Benefits:
--
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Keywords: BOC,Investment,BANK,premium
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