Category
Industry
Salary Range
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
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
- 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