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  • Entry level for a Top-Tied European Private Banking Group
  • Act as front office business support in Hong Kong Office
  • Great learning opportunity with stable working environment
Job Duties

  • Acting as the coordinator for the Business Management to oversight daily business activities
  • Disseminating value added information by working in close partnership with front office, risk & compliance stakeholders across the branch and the region
  • Consolidating timely reports to senior management

  • Top Ranking Swiss Based Private Bank 
  • Credit Solutions & Risk Advisory VP/Dir 
  • Hybrid Work policy & Competitive Benefits
Job Duties

  • Report to Regional Head of Credit Solutions & Risk Advisory
  • Assume the Credit Solutions Advisor to consult bankers and senior management on all credit risk related aspects
  • Serve as the country representative from identifying, structuring credit solutions, preparing/presenting credit proposals and facilitating approval process to the regional/global credit committee

  • Expansion Headcount for Hong Kong Office
  • Process Enhancement & Digitalization Projects
  • Friendly & Transparent Management Culture 
Job Duties

  • Coordinate with internal and external stakeholders to conceptualize and implement solutions that relate to quality or process improvements 
  • Identify and rectify inefficiencies in processes and workflow related to KYC/Account documentation/Middle Office Operations after getting familiar with the business workflow environment 
  • Assist in project planning, organizing, delegating and undertaking periodic reviews to make sure the projects are on track 

  • Pilot KYC/CDD/SOW functions 
  • High growth international banking industry 
  • Gatekeeper of HKMA/AML regulatory requirements 
Job Duties

  • Responsible for client onboarding and periodic review for low to high risk cases
  • Bridge between Front Office, Operation, Compliance etc. 
  • Assume the role as KYC subject matter expert to advise front office on CDD/account documentation related aspects

  • Top Ranking Pure Play European Private Bank 
  • Expansion headcount for AP/Greater China region
  • DPM & Alternative Investment Solutions Advisory
Job Duties

  • Assume the DPM/Fund Specialist with full accountability to promote DPM/Funds penetration  
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies by attend periodic portfolio management committee 
  • Deliver discretionary and advisory solutions to UHNW investors across Greater China

  • Global Renowned Private Bank 
  • Business Mgmt Support & Project Coordination
  • Fresh graduated with Financial Internship Exp
Job Duties

  • Acting as the coordinator for the Business Management to oversight daily business activities
  • Disseminating value added information by working in close partnership with front office, risk & compliance stakeholders across the branch and the region 
  • Consolidating timely reports to senior management 

  • Expansion North Asia Headcount 
  • Change Projects related to Middle Operations/KYC/Trade Support 
  • International Bank with workflow life Balance 
Job Duties

  • Assume business analyst accountability for middle to back office operations departments 
  • Serve as the subject matter expert to conduct impact analysis; formulate users requirements by collaborating with compliance, operations, IT and front office/private bankers, conduct UAT and promote workflow/system changes/automation 
  • Update workflow processes/procedural changes to ensure the fulfilment of regulatory requirements & corporate governance

  • Stable and well-established platform 
  • Dynamic and friendly working environment 
  • Excellent investment products exposures 
Job Duties

  • Assistant 1 to 2 Private Bankers on daily pre and post-sales services 
  • Handling new to bank and regular accounts reviews and documentation, pricing quotation, order placing, and portfolio management 
  • Preparing investment and products presentation materials 

  • Global Private Equity
  • Regional Fund Raising Support 
  • Investor Relationship Client Management
Job Duties

  • Provide comprehensive investor relationship management support from fund raising, business development to on-going client relationship management 
  • Responsible for conducting desktop research; client due diligence to fund performance/ad-hoc reports 
  • Accountable for scheduling calls/meetings, coordinating roadshow & events that called for extensive liaison with institutional investors and senior management 

  • Global Private Wealth Management Bank
  • Product Pricing Analytics & Regulatory Control
  • Dynamic Regional Reporting & Project Exposure
Job Duties

  • Report to Regional Pricing & Revenue Strategist and partner with Finance Department
  • Conduct quality/timely data analytics and profitability reporting 
  • Consult/Tackle enquiries from front office on any pricing issues

  • Top 20 Regional Private Bank 
  • Manage COB/KYC/SOW for low to high risk PI
  • Excellent working hours 
Job Duties

  • As part of the North Asia front office business management function
  • Act as the SME to manage the smooth client on-boarding, client documentation, KYC/CDD and SOW review for low to high risk professional investors, corporate & Trust clients
  • Ensure fulfilment of AML/regulatory & corporate governance

  • Comprehensive KYC/SOW and Client Documentation
  • Collaborative partnership with Compliance/AML 
  • Friendly Int’l Private Banking Culture 
Job Duties

  • Manage low to high risk KYC/CDD/SOW and client documentation review process for HNW/Corporate and Trust accounts
  • Oversight/Facilitate client account approval by ensuring the adherence to regulatory/AML requirements
  • Serve as the bridge between front office & compliance departments. 

  • Most Established Swiss Based Global Private Bank 
  • Regional Equity Strategist & Investment Advisory 
  • Promising Career & Rewarding Package
Job Duties

  • Tasked with the mission as part of the regional team to formulate and drive equity strategies for PWM in Asia and Global office
  • Assume the equity specialist to advise front office bankers and external UHNW clients from investment outlook, stock selection, trading ideas and investment strategies 
  • Work in collaborative effort with Equity Research and Compliance Departments to ensure the adherence of corporate and regulatory governance 

  • Global Private Wealth & Asset Management Grp
  • Front Office Business Management & Support 
  • Worklife Balance & Comprehensive Benefits
Job Duties

As part of the North Asia Regional Business Management & Support Function tasked with the following mission 

  • Tasked with the mission to ensure front office business operations adhere regulatory and corporate governance
  • Act as the team lead to coach, train and ensure satisfactory performance of ARM/sales support
  • Serve as the SME to guide private bankers and sales support on digital banking applications 

  • Most Established Regional Private Wealth Mgmt 
  • Mutual Funds & Alternative Investment Specialist 
  • Product Due Diligence & Funds Advisory 
Job Duties

  • Assume Funds Product Specialist holding full accountabilities from product due diligence & on-going periodic review of mutual funds, ETF and private equtiy/alternative solutions 
  • Consult and advise seasoned private bankers from funds selection, product advisory and external clients’ pitch/portfolio review 
  • Accountable for funds peneration/promotion for HNW clients in the Greater China region by collaborating with 3rd parties Asset Managers & Investment/Product Solutions team in HQ