(Senior) Funds & Alternative Investments Manager, Private Banking at Bank of China (Hong Kong) Limited

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Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product development, Due diligence, Fund management, Alternative investments, Private banking, Regulatory compliance, Risk rating, Investment strategy, Financial analysis, Communication, Organizational skills, Problem-solving, MS Word, Excel, Access, PowerPoint

Industry

Banking

Description

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 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 frontline staff 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 * 5 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 house will also be considered * 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) LI-LC1#

Responsibilities

The manager will participate in the product development and due diligence of funds and alternative investment products while ensuring compliance with internal policies. They will also collaborate with frontline staff to provide suitable investment solutions and maintain accurate product information for management reporting.