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
