Chief Investment Consultancy Services Manager
Core
Provide overall consultancy services, including personal banking plans, to BOC Private Banking clients and offer one-stop professional recommendations on personal wealth management, family wealth management, and corporate business development.
Role type
Senior IC investment consultancy manager (private banking)
Builds
Personal and family wealth management strategies, corporate business development initiatives
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial services experience, product sales and development, client and market trend analysis, regulatory compliance, strategy adjustments
Preferred skills
Registered SFC Intermediaries (Type 1 & 4), ECF-CPWP, CFA, CFP
Technologies
N/A
Responsibilities
Provide consultancy services to BOC Private Banking clients, collaborate with private banking relationship managers, assist in marketing and supervise business implementation, participate in client and market trend analysis campaigns, comply with local laws and regulations
Seniority
Senior, hands-on IC