Wealth Management Advisor
Bank of China (Hong Kong) Hong Kong Full-time
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About this role
Provide comprehensive wealth management advisory services to affluent and high net worth clients of BOCHK.
Responsibilities
- Manage a portfolio of affluent and HNW clients and provide holistic wealth planning. Recommend and sell investment products including funds, bonds, structured products and insurance. Conduct risk profiling and suitability assessments. Achieve AUM growth and revenue targets. Maintain client relationships and provide ongoing advisory services.
Requirements
- Minimum 4 years wealth management or investment advisory experience. SFC Type 1 and/or Type 4 licensing required. IIQE Paper 1, 3 and 5 required. Strong knowledge of investment products and financial planning. Fluency in Cantonese and English, Mandarin an advantage.
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