Private banking investment consultant at Bank of China (Hong Kong) providing holistic wealth management and investment advice to key clients and relationship managers. Reviews client portfolios, shares market updates, coaches relationship managers, and handles securities dealing. Requires five-plus years' experience in investment products/private banking and CFA/CFP/CPWP.
Core skills
Wealth management and investment advisoryAsset allocation and portfolio constructionEstate planningFinancial markets and regulatory knowledgeSecurities dealing and quotationClient relationship management
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