(Senior) Funds & Alternative Investments Manager, Private Banking

Bank of China (Hong Kong) Limited; Hong Kong; On-site; HKD 1,000,000 - 2,000,000; Full time

Job summary

Bank of China (Hong Kong) Limited seeks an experienced Senior Funds & Alternative Investments Manager to serve as the product expert for fund and alternative investment offerings within Private Banking. You will support relationship managers and investment consultants with in-depth product knowledge and client-ready messaging.

You will develop sales collateral, conduct training sessions, and perform market research to distinguish our fund products.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree or professional certifications (CFA, CAIA) would be a plus.
• Minimum of 10 years of experience in fund products with a strong track record in a sales support or product specialist role within banking or asset management.
• Deep knowledge of mutual funds and proven ability to translate complex concepts into clear, client-friendly messaging. Knowledge in alternative investment funds would be a plus.
• Experience successfully partnering with frontline sales teams to drive product sales and distribution.
• Strong analytical skills with the ability to turn data and market insights into practical investment and sales strategies.
• Excellent communication, presentation, and interpersonal skills, capable of influencing and engaging stakeholders at all levels.
• Fluency in Cantonese, Mandarin and English is required
• Detail-oriented with strong organizational skills.
• Sales-oriented mindset and the ability to thrive in a fast-paced, dynamic environment.

Responsibilities

• Serve as the primary product expert and key point of contact for relationship managers and investment consultants on all fund and alternative investment products.
• Equip frontline teams with the knowledge, tools, and messaging needed to effectively position and promote fund products to clients.
• Develop and maintain high-quality sales collateral, product fact sheets, comparison guides, and client presentation materials.
• Deliver engaging training programs, workshops, and regular enablement sessions to enhance frontline teams’ product knowledge and selling confidence.
• Conduct competitive analysis and market research to identify differentiation opportunities and support effective product positioning in the market.
• Monitor product sales performance, analyze trends and feedback from the field, and provide actionable insights and recommendations to both frontline teams and senior management.
• Regularly engage with internal stakeholders and frontline teams to gather feedback, address product-related queries, and resolve sales obstacles.
• Collaborate on sales campaigns, client communications, and initiatives aimed at accelerating fund product sales.
• Provide proactive day-to-day support to frontline teams on product questions, client objections, competitive situations, and tailored solutions.

Skills

Fund products expertise

Sales support

Stakeholder engagement

Training & enablement

Market research

Communication skills

Multilingual: Cantonese, Mandarin, and

Education

Bachelor’s degree in Finance / Economics / Business

CFA / CAIA certification (plus)

Job description

(Senior) Funds & Alternative Investments Manager, Private Banking

The role serves as the primary product expert for fund and alternative investment products, supporting relationship managers and investment consultants.

• Serve as the primary product expert and key point of contact for relationship managers and investment consultants on all fund and alternative investment products.
• Equip frontline teams with the knowledge, tools, and messaging needed to effectively position and promote fund products to clients.
• Develop and maintain high-quality sales collateral, product fact sheets, comparison guides, and client presentation materials.
• Deliver engaging training programs, workshops, and regular enablement sessions to enhance frontline teams’ product knowledge and selling confidence.
• Conduct competitive analysis and market research to identify differentiation opportunities and support effective product positioning in the market.
• Monitor product sales performance, analyze trends and feedback from the field, and provide actionable insights and recommendations to both frontline teams and senior management.
• Regularly engage with internal stakeholders and frontline teams to gather feedback, address product-related queries, and resolve sales obstacles.
• Collaborate on sales campaigns, client communications, and initiatives aimed at accelerating fund product sales.
• Provide proactive day-to-day support to frontline teams on product questions, client objections, competitive situations, and tailored solutions.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree or professional certifications (CFA, CAIA) would be a plus.
• Minimum of 10 years of experience in fund products with a strong track record in a sales support or product specialist role within banking or asset management.
• Deep knowledge of mutual funds and proven ability to translate complex concepts into clear, client-friendly messaging. Knowledge in alternative investment funds would be a plus.
• Experience successfully partnering with frontline sales teams to drive product sales and distribution.
• Strong analytical skills with the ability to turn data and market insights into practical investment and sales strategies.
• Excellent communication, presentation, and interpersonal skills, capable of influencing and engaging stakeholders at all levels.
• Fluency in Cantonese, Mandarin and English is required
• Detail-oriented with strong organizational skills.
• Sales-oriented mindset and the ability to thrive in a fast-paced, dynamic environment.