Assistant General Manager/Section Head, Private Banking Service

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Job Description - Assistant General Manager/Section Head, Private Banking Service

Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong. With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

  • Assist the department head to set up family office and oversee the comprehensive management of the family's wealth and investments within the Family Office structure, ensuring efficient operations and compliance.
  • Manage the accounting and statutory compliance for all entities within the Family Office, ensuring accurate financial reporting and adherence to regulatory requirements.
  • Take charge of family trust administration and operation to ensure fulfillment of compliance requirements.
  • Act as the main liaison with external auditors, tax advisors, trustees, and lawyers, ensuring smooth communication and cooperation.
  • Undertake ad-hoc duties as assigned, responding flexibly to evolving needs and contributing to the overall success of the Family Office.
  • Degree holder or above in Accounting, Finance, or Business/related discipline or equivalent qualifications at HKQF level 5.
  • Minimum 10 years’ solid experience in related fields, demonstrating a strong background in investment management.
  • Exposure in establishing family office with experience in handling family trust business development and administration.
  • Strong leader with excellent analytical skill and interpersonal abilities, working effectively both independently and as part of a team.
  • Qualified under SFO for carrying out Regulated Activities Type 1, 4 and qualified as MPF and Insurance Intermediaries is a must.
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