Chief Investment Consultancy Services Manager

Bank Of China (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Benefits offered by this job

Medical and life insurance

Various allowances

Job summary

Leadingnation in Hong Kong is searching for a Senior Consultant for Private Banking. The role involves providing overall consultancy services to BOC Private Banking clients, enhancing business development, and closely collaborating with relationship managers. Candidates need a bachelor's degree and 8+ years of financial services experience, with strong advantages for those holding qualifications like CFA or ECF-CPWP. A competitive remuneration package and comprehensive benefits are offered, making this an attractive opportunity.

Qualifications

• 8 years or above financial services work experience, with 3 years in relevant roles preferred.
• Experience in collaborating with relationship managers on product sales and development.
• Qualifications like ECF-CPWP, CFA, or CFP are advantageous.

Responsibilities

• Provide consultancy services for BOC Private Banking clients.
• Enhance overall business development of the bank.
• Collaborate closely with private banking relationship managers.

Skills

Financial services experience

Collaboration with investment consultants

Market trend analysis

Education

Bachelor degree in Business Administration, Marketing, Economics, Statistics, Financial Management

Tools

Registered SFC Intermediaries (Type 1 & 4)

Job description

Job No.: 499972
Employment Type: Full time
Departments: Private Banking
Job Functions: Business Development, Investment Management, Product Development & Management, Relationship Management

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

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here.

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate.

Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com

To apply: https://careers.pageuppeople.com/798/cw/en/job/498864/senior-system-administration-manager-linux=11232

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.