Bank of China (Hong Kong) Limited

Senior Wealth Specialist/Wealth Specialist

Bank of China (Hong Kong) Limited
Posted on 12-Apr-21

Senior Wealth Specialist/Wealth Specialist

Bank of China (Hong Kong) Limited

Job Highlights

  • Produce & deliver consistent market views
  • Conduct investment research
  • •Support various investment sales activities

Job Description


  • 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. 


  • Bachelor Degree or above with major in Finance, Economics or related discipline.
  • 5 years (Senior Wealth Specialist) / 3 years (Wealth Specialist) of relevant working experience in Banking / Financial industry.
  • Licensed for selling investment products - HKSI LE 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.

Additional Information

Career Level
Years of Experience
3 years
Job Type
Full Time

Company Overview

Join Bank of China (Hong Kong)! Be a dynamic member of our team.

  • We commit to excellence and professionalism
  • We value people

We offer challenging and rewarding careers that will further your personal development.

Additional Company Information

Financial Services
Benefits & Others
Life insurance, Medical insurance