Bank of China (Hong Kong)

Chief Investment Consultancy Services Manager

Bank of China (Hong Kong)  •  Hong Kong, HK (Onsite)  •  1 month ago
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Job Description

Responsibilities:

  • Responsible to provide overall consultancy services, including personal banking plans and others, to BOC Private Banking clients
  • Sound knowledge of BOCHK’s products and services including corporate and traditional banking businesses, provide one-stop professional recommendations on personal wealth management, family wealth management as well as corporate business development, collaborate and enhance overall development of the bank’s business
  • Collaborate closely with private banking relationship managers, provide professional advices on strategy adjustments according to different clients and market changes
  • Assist Senior Products and Investment Consultancy Services Manager in marketing, and supervise the process of business implementation according to regulations
  • Participate in client and market trend analysis campaigns, as well as staff trainings
  • Comply with local laws, regulations and codes of conduct imposed by regulatory organizations, policies and procedures of BOCHK, risk management and other relevant guidelines
  • Act as the agent of private banking and complete transactions with external parties

Requirements:

  • Bachelor degree or above in principle (Major degree holder in Business Administration, Marketing, Economics, Statistics, Financial Management, etc. is an advantage)
  • 8 years or above financial services work experience, 3 years or above relevant work experience is advantage
  • Work experience of collaborating with relationship managers and investment consultants on product sales and development
  • Qualified as Registered SFC Intermediaries (Type 1 & 4) is an advantage
  • Qualified as ECF-CPWP, CFA or CFP is an advantage
Bank of China (Hong Kong)

About Bank of China (Hong Kong)

Bank of China (Hong Kong) Limited (“BOCHK”) is a leading commercial banking group in Hong Kong with strong market positions in all major businesses. We have the most extensive local branch network and diverse service platforms in Hong Kong, including more than 190 branches, 280 automated banking centres, efficient e-channels of over 1,000 self-service machines, as well as Internet and Mobile Banking services. We offer a comprehensive range of financial, investment and wealth management services to personal, corporate and institutional customers. To implement the overseas development strategy of BOC Group, we strive to drive our regional development by expanding our business in the Southeast Asian region. Our branches and subsidiaries have been extended to Southeast Asian countries such as Thailand, Malaysia, Vietnam, the Philippines, Indonesia, Cambodia, Laos and Brunei, with the provision of professional and high-quality financial services to local customers. We will also expedite our development into a top-class, full- service and internationalised regional bank.

BOCHK is one of the three note-issuing banks and the sole clearing bank for Renminbi (“RMB”) business in Hong Kong. With our strong RMB franchise, we are the first choice of customers in this business.Through the deep collaboration with our parent bank, BOC, we provide a full range of high-quality crossborder services to multinationals, cross-border customers, mainland enterprises going global, central banks and super-sovereign organisations.

BOC Hong Kong (Holdings) Limited, BOCHK’s holding company, is one of the largest listed companies on the main board of the Stock Exchange of Hong Kong, with stock code “2388” and ADR OTC Symbol “BHKLY”.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
, HK
Year Founded
Unknown
Website
bochk.com
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