Bank of China | Assistant

2 days ago


hong kong, Hong Kong SAR China Bank of China Full time
Assistant / Deputy Funds & Alternative Investments Manager, Private Banking

Job No.: 496062
Employment Type: Full time
Departments: Private Banking
Job Functions: Product Development & Management

Responsibilities

  • Participate in the product development of funds and alternatives investment products and conduct product due diligence.
  • Introduce quality business partners to Private Banking, key tasks include but are not limited to fund house evaluation, distribution agreement coordination, and operational flow monitoring.
  • Conduct regular reviews on current products to ensure compliance requirements are 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 reviews and evaluations on existing fund houses and their products, perform system updates, and announce the latest adjustments for frontline staff.
  • Perform periodic reviews 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.
  • Work closely with frontliners to assist and recommend appropriate fund solutions that meet clients’ investment goals and risk tolerance, and develop investment strategies to meet their needs.

Requirements

  • Degree holder or above in business, finance, or related disciplines.
  • Holder of professional qualifications in Finance (e.g., CFA, FRM) or Investment discipline will be a plus.
  • 2 years or above solid working experience in banking or financial industry, particularly in the business/product and sales management of private banking/asset management will be a plus.
  • Experience in mid/back offices such as fund houses will also be considered.
  • Possesses solid knowledge in fund management and various alternative investment products, familiar with regulatory requirements.
  • Strong communication, organizational, analytical, and problem-solving skills.
  • Agile and flexible to adapt.
  • Strong computer skills such as MS Word, Excel, Access, and PowerPoint; with prior experience in system enhancement projects.
  • Good command of written and spoken English and Chinese (including Putonghua).
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