Funds and Investments Portfolio Manager

22 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Description

**Role Summary:**

This role is responsible for managing and developing funds and alternative investment products in Private Banking.

**Responsibilities:**

  • Product Development:

    Participate in the development of funds and alternative investment products, and conduct thorough product due diligence to ensure they meet our high standards.

  • Business Partnership:

    Identify and introduce high-quality business partners to Private Banking, and coordinate with them to evaluate fund houses, negotiate distribution agreements, and monitor operational flows.

  • Compliance and Risk Management:

    Regularly review current products to ensure compliance with all regulatory requirements, and update the latest information on onboarded funds, including risk ratings, high yields, tenors, derivative use, and complex products.

  • Product Review and Evaluation:

    Conduct regular reviews and evaluations of existing fund houses and their products, update our systems accordingly, and announce any necessary adjustments to frontline staff.

  • Policy and Procedure Review:

    Periodically review and evaluate internal policies and procedures to ensure they are up-to-date and effective.

  • System Maintenance and Enhancement:

    Participate in system maintenance and enhancement to ensure our technology infrastructure supports our business needs.

**Requirements:**

  • Education and Qualifications:

    Holder of a degree or above in business, finance, or a related discipline, with professional qualifications in finance (e.g. CFA, FRM) or investment discipline being a plus.

  • Work Experience:

    At least 2 years of solid working experience in banking or financial industry, particularly in business/product and sales management of private banking/asset management, with experience in mid/back offices such as fund houses also being considered.

  • Skills and Knowledge:

    Possesses solid knowledge in fund management and various alternative investment products, familiar with regulatory requirements, and has strong communications, organizational, analytical, and problem-solving skills.

  • Computer Skills:

    Strong computer skills, including MS Word, Excel, Access, and PowerPoint, with prior experience in system enhancement projects being a plus.

  • Language Proficiency:

    Good command of written and spoken English and Chinese (including Putonghua).



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