Category
Industry
Salary Range
- Promising Int’l Wealth Mgmt Career Opportunity
- Portfolio Mgmt & Mandate Investment Advisory
- Profound Institutional Clients and Family Office Exposure
- Contribute to the growth, penetration and marketing of mandates & discretionary portfolios
- Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers
- As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC
- Substantial experience as a Personal Assistant/Executive Assistant to C-Suite individuals
- Friendly work environment
- Exposure to diverse culture
- Coordinate Senior Director's business schedules and appointments, ensuring seamless coordination with internal and external stakeholders.
- Organize domestic and international travel arrangements, including work visas, flights, accommodations, and transportation.
- Liaise with key stakeholders, including high-profile individuals, senior executives, and government officials.
- APAC institutional & Intermediaries clients
- Oversight Client Relationship & Portfolio Review
- Friendly Int’l team; Rewarding & Promising Career
- Assume key clients contact with high profile institutional & intermediaries clients
- Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA
- Understand clients’ investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing. Legal & Compliance professionals
- Regional Portfolio Investment Management Support
- Oversight trade execution, Cash Mgmt & Projects
- Hybrid Work Mode & Dynamic Investment Expo
As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:
- Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
- Facilitate portfolio rebalancing, asset allocation and investment monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
- Global Top Ranking Private Equity Platform
- EA, IR and Conference support
- Multi-cultural Exposures & Competitive Package
- Report to the Regional Head of Investors Relations and work along with the professional Investor relations team in Hong Kong
- Provide the full spectrum of IR support from calendar management to organizing investor meetings, conferences, and roadshows across multiple time zones in the US, Europe & AP region.
- Ensure smooth logistics and timely support by resolving internal & external clients’ enquiries
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Multiple Corporate Account Openings
- Regional F/S, G/L and finance Opts
- Job Security & Worklife Balance
- Report to Financial Controller and Senior Managers
- Accountable for supporting month end closing and full set of Accounts for various entities in HK & APAC
- Facilitate financial audit and tax filing
- Review T&E payment/reimbursement by working closely with vendors
- Top Ranking Global Private Bank
- Expansion headcount for AP/Greater China region
- Multi-asset & Discretionary Investment Advisory
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
- Regularly monitor client portfolios for performance, risk and opportunities
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
- Global Asset Manager & Regional Exposure
- In-House IT Service & Desktop Support
- Hybrid/WFH, Good Benefits & Package
- Report to the Regional Head of IT Service Support
- Provide quality 1st & 2nd Service Desk Service to end users for all aspects of IT-related incidents and issues
- Ensure timely escalation of critical issues to responsible regional/local stakeholders in accordance to SLA
- World’s Top 10 Private Equity & Credit
- APAC Fund Accounting, L/P and Capital call
- Rewarding Career and Competitive Bonus
- Responsible for fund investment accounting which covers funds’ liquidity management, invested capital preparation, understanding transaction structure, investment dividend calculation and estimation, deal exits dividend and carried interest calculation
- Support end to end fund operations and funds capital calls/distributions activities
- Assist pre/post-investment deal structure/documentation review to ensure compliance with fund agreements & tax regulations by working closely with investment professionals
- Global Private Equity & Asset Management
- Regional HR C&B, Projects and BP Support
- Multicultural & Promising Career Path
- Report to Regional Head of HR
- Prepare value added HR reports/HRIS to cater for regional staff & business planning & annual compensation review
- Timely management of employees’ enquiries and HR advisory support
- Int’l Buyside Opportunity w/Hybride work mode
- Dynamic AP MO & Transformation Project
- Regional Middle Office Hire
- Work closely with portfolio managers and business partners from daily operations support including trade matching/confirmation, investment operations/settlement to resolving any trade discrepancies of multi-asset investment products
- Ensure timely and accurate transaction/operation processes by regulatory and corporate governances
- Act as the SME to promote operational efficiency and facilitate the successful transformation of the trading system
- Global Top Ranking Private Equity
- Well Qualified! Solid PA Experience to C-Suites
- Promising Career & Multicultural Exposure
- Provide 1st class EA and Biz Support to Chairman
- Manage complex travel itineraries/visa, meeting schedules and busy calendar
- Assist in editing presentations; preparing minutes and correspondences for meetings/ conferences
- SFC Regulated Global Asset Manager
- KYC/CDD/AML for New & Periodic Review
- Friendly International Culture & Good Hours
- As part of the AP Distribution Department to oversight regional KYC/CDD function
- Accountable for managing new and periodic CDD/KYC assessment for low to high risk institutional and intermediaries’ clients
- Conduct PEP, sanctions, adverse news and STR review etc.
- Promising Private Bank & Buy-Side Career
- Diversified Financial Markets & Portfolio Mgmt
- Dynamic UHNW & Family Office Clients Exposure
- Create compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance to the investment risk appetite
- Coordinate the promotion of DPM products/services across the Asia region by collaborating with Portfolio Specialists and Portfolio Advisory teams
- Act as a client portfolio manager during pitches and periodic reviews