PRBK0516BB059RL
  • Stable environment with worklife balance
  • International Private Banks
  • Excellent multi-asset classes products exposures

Our Client

Our International leading private banking clients with long standing establishment in wealth management are in search for seasoned and trilingual candidates to join their expanding Greater China / International / Intermediaries Teams as Sales Assistant. Successful jobholders will be entrusted with accountabilities to

Job Duties

  • Assisting Senior Private Banker(s) to provide high quality services
  • Preparing account opening documentation, trade execution, pricing quotation, product advisory support to resolving any enquiries from the affluent professional investors
  • Conducting markets research, commentaries and portfolio reports based on clients’ investment/risk requirements
 

Requirements

  • Degree holder, CFA candidate with at least 5 years relevant sales support, trade execution and investment research experience
  • Sound capital market and investment knowledge
  • Familiar with trade flow from front to back office
  • Fluently written and spoken English and Mandarin
  • Proven organization skills with strong attention to details
  • Excellent Presentation and communication skills
  • HKSI Papers 1, 7 and 8 or equivalent
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
You may also interested in......
  • Global Private Wealth & Asset Mgmt Grp
  • Discretionary Portfolio Product Advisory
  • Promising Career, Worklife Balance & Sign-On Bonus
Job Duties
  • Assume the role as Discretionary Portfolio Product Specialist in North Asia region
  • Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies
  • Westernized and friendly working environment
  • Stable and well-established platform
  • Good exposures on all rounded account opening processes
Job Duties
  • As the 1st line of gatekeepers on account documentation checking according to the regulatory and internal bank policies/standards
  • Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding processes
  • Participate any committee meetings or projects to cater for the new products/regulatory and streamlining related initiatives
  • Stable and well-known platform
  • All rounded COB/KYC involvement
  • Friendly team with great exposures
Job Duties
  • Carrying out professional review and approve KYC client profiles along with sanctions and AML screening
  • Performing due diligence check and relevant information searches
  • SOW/SOF review and analysis for all risk levels of high net worth and ultra-high net worth clients across the globe
  • Reporting to Regional Head of Japan Market
  • Stable environment with good work life balance
  • Excellent multi-asset classes products exposures
Job Duties
  • Providing high quality services to high-net worth clients in Japan market
  • Preparing account openings documentation, trade execution, pricing quotation, products advisory support in order to resolving any enquiries from the affluent professional investors
  • Participating in ad hoc regional and local projects
  • Leading Wealth Management Platform
  • Multi-asset classes products exposures
  • Friendly and stable working environment
Job Duties
  • Assisting on daily order placing, pricing quotation and execution for multi-asset classes investment products
  • As the key gate-keepers in the high net worth clients’ account management including client on boarding, and risk assessment, funding / transaction arrangement and portfolio update
  • Working closely with portfolio management/investment teams, legal & Compliance, risk and back office operations for resolving client’s information requests