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Professional Service Team

As your trusted wealth management partner, Wealth Management service team possesses professional knowledge and experience to assist you in developing with tailored solutions which suit your financial needs. Furthermore, our Wealth Planning Service brings you one-stop interactive wealth planning experience, ensuring your financial needs are well taking of.

Dedicated Customer Relationship Manager

 Our dedicated Customer Relationship Managers provide you with personalised premium financial services. Together with product specialists, they help define your short, medium and long term financial goals after an analysis on your financial situation, financial goals, investment risk appetite and investment experience. We will then formulate a suitable wealth management plan for you, and perform periodic review on your asset portfolio and wealth management strategies, helping you to plan for the future and achieve your goals with ease.

Wealth Planning Service

Wealth Planning Service provides you with a personalized experience to better understand your financial needs and your portfolio situation, so you can set appropriate strategies to fulfill your dreams

  • Portfolio Analysis – Analyse your portfolio performance to help you allocate your assets effectively
  • Goal Planning – Analyze and plan your needs at different life stages and calculate required goal amount according to your preferences, helping you set your personalized solution

Subject to the terms. For details, please contact your Customer Relationship Manger.

"Cross-border Business" Team

 As your cross-border banking services specialist, we help you contact the branches and sub-branches of BOC in different provinces and cities to serve your various financial needs in the Mainland.

Securities Services Manager

 Direct order placement can be made through a hotline manned by our Securities Services Managers. Latest market information is also provided to keep you abreast of the market trends and grasp investment opportunities.

Investment Product Specialist

 We offer comprehensive investment solutions and market information to help you grow your wealth through a variety of investment opportunities.

Personal Banking Manager (Mortgage Service)

 Our Personal Banking Managers offer the most suitable mortgage solutions and latest information through one-stop premium Mortgage Services to meet your needs.

Foreign Exchange Services Manager

 Our Foreign Exchange Services Managers provide FX market information and Currency Linked Investments Service through a manned hotline to help you make timely investment decisions in the fast-changing FX market.