Funds & Alternative Investments Manager, Private Banking
- Employer
- Bank Of China (Hong Kong) Limited
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Jul 31, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Requirements
- Participate in the product development of alternatives investment products and conduct product due diligence
- Introduce quality business partners to Private Banking, key tasks include but not limited to fund house evaluation, distribution agreement coordination, and operational flow monitoring.
- Conduct regular review on current products to ensure the compliance requirements are well satisfied
- Update the latest information about onboarded funds, including but not limited to risk rating, high yield, tenor, derivative use, complex products etc.
- Conduct regular review and evaluation on existing fund houses and their products, perform system update and announce the latest adjustment for frontline staff
- Perform periodic review on internal policies and procedures
- Participate in system maintenance and enhancement
- Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review
Requirements
- Degree holder or above in business, finance or related disciplines
- Holder of professional qualifications in Finance (eg. CFA, FRM) or Investment discipline will be a plus
- At least 3 years of solid working experience in banking or financial industry, particularly in the business /product management of private banking will be a plus
- Possesses solid knowledge in fund management and various alternative investment products, familiar with regulatory requirements
- Strong communications, organizational, analytical and problem-solving skills
- Agile and flexible to adapt
- Strong computer skill such as MS Word, Excel, Access and Powerpoint; with prior experience in system enhancement project
- Good command of written and spoken English and Chinese (including Putonghua)
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