Bank of China (Hong Kong)

Portfolio Manager / Senior Portfolio Manager (Hong Kong Branch)

Bank of China (Hong Kong)  •  Hong Kong, HK (Onsite)  •  9 days ago
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Job Description

Responsibilities

  • Manage and implement investment decisions for individual accounts, ensuring alignment with client objectives and guidelines.
  • Conduct daily monitoring of fixed income and cash positions across accounts, maintaining optimal portfolio performance.
  • Oversee the investment of new accounts, review and apply client guidelines, address client-specific requests, and manage cash flows.
  • Collaborate with internal teams, including Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations, to ensure seamless account management.
  • Leverage quantitative portfolio management tools, including portfolio optimization techniques, to enhance portfolio performance.
  • Participate in and lead project-based initiatives for the Global Portfolio Management group, Senior Portfolio Managers, research teams, and clients.

Requirements

  • Educational Background
    • Bachelor’s degree or above in Economics, Mathematics, Finance, or related fields.
    • CFA designation strongly preferred.
  • Professional Experience
    • Prior experience in industry-related areas preferred.
    • Existing SFC Type 9 Responsible Officer (RO) or HKMA Type 9 Executive Officer (EO) license preferred.
    • Candidates with a strong track record and eligible to obtain an EO license are highly encouraged to apply.
  1. At least 3 years of relevant industry experience in discretionary account management under a Type 9 license within the past 6 years.
  2. Minimum 2 years of management experience within the past 6 years.
  3. Degree in Accounting, Business Administration, Economics, Finance, or Law
  4. Passed HKSI Licensing Examination Papers 1 and 6 within the past 3 years.
  • Key Skills and Attributes
    • Strong sense of responsibility, with a willingness to take on challenges.
    • Excellent communication and interpersonal skills, with an outgoing and professional demeanor.
    • Strong quantitative and analytical skills for developing business plans and proposals.
    • Self-motivated, creative, and energetic, with the ability to meet deadlines and achieve results.
    • Exceptional command of both written and spoken English and Chinese (Mandarin)
    • Proficient in MS Office applications, including Word, Excel, PowerPoint, and Chinese word processing.
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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