Chief Investment Consultancy Services Manager

• →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

• 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.

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