Dedicated Relationship Manager
We listen to your needs and offer you tailor-made wealth planning services that match your requirements. We formulate a suitable wealth management plan for you, give you an in-depth understanding of your asset status and financial needs, helping you to plan for the future and achieve your goals with ease.
Team of experts
Our Mortgage Sales Manager, Personalised Securities Services, Wealth Specialists, Foreign Exchange Specialists, Industrial and Commercial Banking Managers will provide insight from different aspects that match your unique needs.
Non - Face to Face Life Insurance Consultation and Application
By conducting financial needs analysis via video conference, you can enjoy the comprehensive wealth management services from our teams of dedicated relationship managers and investment consultants anytime, anywhere. In addition, you can immediate apply for life insurance products that suit the needs of yourself and your family remotely.
RM Chat
Your professional Relationship Manager and team are available at RM Chat* on BOCHK Mobile Banking whenever you need us, wherever you are. If you want to manage something on your portfolio, or find out the latest market trend, simply leave a voice message or text us and we’re always ready to serve you.
*Exclusively for selected Private Wealth and Wealth Management customers.
FAQ of RM ChatTerms and Conditions
for RM Chat Services
Investment involves risks. Terms and Conditions apply to the relevant products and services. The Terms and Conditions of the related service will be provided electronically. Please read and accept the related Terms and Conditions. These Terms and Conditions will be available for download and store in the BOCHK website within 30 days of submission of account opening request or transaction instruction. Such information may not be available for viewing or downloading after said specified timeframe.
Explore more
Live Next Level
Rewards