VP/ED, Product Management and Investment Consultancy, Wealth Management

The Role

VP/ED, Product Management and Investment Consultancy, Wealth Management

Key Accountabilities

• Lead the end-to-end product lifecycle across equities, fixed income, funds, structured products, and wealth management solutions;
• lvetica, sans-serif; font-size: 16px;">Develop product strategy aligned with business goals, regulatory requirements, and market trends;
• Drive product due diligence, risk assessment, pricing, and product approval processes;
• Collaborate with Sales, Trading, Compliance, Risk, and Operations to ensure smooth product rollout and operation;
• Lead and develop the Investment Consultancy function to provide high-quality advisory services to clients and internal stakeholders;
• Establish advisory frameworks, model portfolios, and investment themes;
• Oversee market insights, investment ideas, and portfolio proposals;
• ont-family: arial, helvetica, sans-serif; font-size: 16px;">Oversee and, where appropriate, participate in order placement and trade execution for client porftolios, ensuring accuracy, timeliness, and adherence to best-execution standards;
• Implement robust controls and documentation for order handling, trade allocation, and post-trade review;
• Ensure compliance with SFC regulations, internal policies, and industry best practices in all execution-related activities;
• Ensure all products, advisory activities, and execution processes complying with SFC regulations and internal policies;
• Maintain robust documentation, risk controls, and audit readiness.

Skills & Experience

• Minimum 10 years of experience in dealing or related work experience, proven experience on OTC equity products is required;
• Candidates with over 2 years of working experience in Hong Kong or overseas is considered as an advantage;
• Degree holder in France, Economics, Mathematics or equivalent; Education background on Quantitative or Finance Technology preferred;
• In-depth understanding of OTC products; strong awareness of market trends and economic outlook;
• Proficient in Bloomberg, Excel, competent in VBA is preferred;
• Excellent command of both written and spoken English and Chinese, Mandarin is preferred;
• Knowledge of regulatory requirements and compliance standards related to derivative and fund products.

Other Information

• Please apply in strict confidence with full resume, academic record, current and expected salaries;
• The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months;
• Candidates with Enhanced Competency Framework (ECF): please state on the CV.

About BOCI

As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group.