Funds and Alternative Investments Manager

4 weeks ago


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

As a Funds and Alternative Investments Manager at Bank of China (Hong Kong) Limited, you will play a crucial role in the product development of funds and alternative investment products. Your responsibilities will include conducting product due diligence, introducing quality business partners to Private Banking, and ensuring compliance requirements are well satisfied.

Key Responsibilities

Participate in the product development of funds and alternative 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
Work closely with frontliners to assist and recommend appropriate fund solutions that meets 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
3 years or above solid working experience in banking or financial industry, particularly in the business /product and sales 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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