About the role
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