Senior Product & Portfolio Manager (Fund Management & Alternative Investment Team)
Bank Of China (Hong Kong) Limited
Hong Kong, Hong Kong
source : EFinancialCareers Ltd.


  • Conduct analysis on mutual funds, hedge funds and private equity funds for product selection and onboarding to the banks platform
  • Monitor developments and conduct periodic reviews on funds in the banks approved list
  • Ensure the end to end sales and investment advisory activities are fully compliant
  • Develop recommendation on funds in the high conviction list
  • Help to construct model portfolio
  • Provide product training and respond to queries from front office on fund related matters
  • To lead or participate in projects related to funds and alternative investments
  • Actively participate in client engagement and sales supporting activities
  • Requirements

  • University graduate, and additional professional qualifications in Finance or Investment discipline will be a plus
  • At least 5 to 7 years of solid working experience in financial industry, particularly in the capacity of an investment counselor in serving HNW private banking clients through tailor making suitable investment portfolios or from fund house sales and marketing background
  • Familiar with global, regional and local investment market traits and trends
  • Possesses strong knowledge in fund management and various alternative investment products
  • Superb holistic portfolio planning capability
  • Strong negotiation, communications, organizational, analytical, customer service and problem solving skills
  • Possesses consultative selling skills, robust business development and prospecting skills
  • Agile and flexible to adapt
  • Ability to manage client book in a compliant manner
  • Good command of written and spoken English and Chinese (including Putonghua)
  • 申請
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