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 We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates.
Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com. Data collected would be used for recruitment purposes only. 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.