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Senior Product & Portfolio Manager (Fund Management & Alternative Investment Team)Bank of China (Hong Kong) Limited
Senior Product & Portfolio Manager (Fund Management & Alternative Investment Team)Bank of China (Hong Kong) Limited

Job Highlights

  • Conduct analysis on mutual funds
  • University graduate
  • Medical and life insurance

Job Description

Job No.: 495419
Employment Type: Full time
Departments: Private Banking
Job Functions: Investment Management, Product Development & Management


  • Conduct analysis on mutual funds, hedge funds and private equity funds for product selection and onboarding to the banks platform
  • Monitor developments and conduct periodic reviews on funds in the banks approved list
  • Ensure the end to end sales and investment advisory activities are fully compliant
  • Develop recommendation on funds in the high conviction list
  • Help to construct model portfolio 
  • Provide product training and respond to queries from front office on fund related matters
  • To lead or participate in projects related to funds and alternative investments
  • Actively participate in client engagement and sales supporting activities


  • University graduate, and additional professional qualifications in Finance or Investment discipline will be a plus
  • At least 5 to 7 years of solid working experience in financial industry, particularly in the capacity of an investment counselor in serving HNW private banking clients through tailor making suitable investment portfolios or from fund house sales and marketing background
  • Familiar with global, regional and local investment market traits and trends
  • Possesses strong knowledge in fund management and various alternative investment products
  • Superb holistic portfolio planning capability
  • Strong negotiation, communications, organizational, analytical, customer service and problem solving skills
  • Possesses consultative selling skills, robust business development and prospecting skills
  • Agile and flexible to adapt
  • Ability to manage client book in a compliant manner
  • Good command of written and spoken English and Chinese (including Putonghua)

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application by clicking Apply Now. For details, please visit our website

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 24 months of receipt.

Additional Information

Career Level
Years of Experience
5 years
Employment Type
Full Time

Company Overview

Join Bank of China (Hong Kong)
Be a dynamic member of our team

  • We commit to excellence and professionalism
  • We value people

We offer challenging and rewarding careers that will further your personal development


Additional Company Information

Benefits & Others
Life insurance, Medical insurance