- Most Established Top Ranking European Private Bank
- Expansion headcount for AP/Greater China region
- Discretionary, Alternative & Capital Markets Advisory
Our Client
Representing the AA-fitch rating, Swiss Based Family Owned Best Private Bank in Europe with total AUM Of USD 700 billon to search for Cross Asset Classes of Investment Consultant+.
Job Duties
- Partner with seasoned private bankers to provide wholistic Discretionary Mandates, Alternative & Capital Markets Product Advisory
- Identify, Consult & Provide tailored investment solutions to private clients with the comprehensive support of product specialists/investment teams in Geneva/Asia
- Attend regular clients’ meetings and facilitate the growth of AUM
- Accountable for optimizing clients investment returns in accordance to risk/investment objectives
Requirements
- CFA candidate/Well qualified graduate/Degree holder with 10 years+/- relevant investment counselor & advisory/portfolio management
- Strong investment advisory, product specialist or portfolio management experience
- Highly seasoned investment presentation skills
- Good understanding and prior experience in private wealth management business is highly desirable
- Trilingual candidate proficient in English, Mandarin and Cantonese
- Global Private Bank & Night Shift Dealing
- US Equities & FX Options Market coverage
- Excellent Worklife Balance & Bank Benefits
- Report to North Asia Head of Front Office
- Accountable for timely US equities, structured products and FX option trade execution by directly working with external UHNW families & clients for AP/Greater China region
- Provide quality client service and trade support to ensure fulfilment of HKMA /SFC compliance requirements
- Great Exposures to Client Onboarding
- Client Service & Administrative Experience
- International Private Banking Platform
- Conduct the client due diligence review including source of wealth, account-related documents, KYC profiles and name screening results
- Conduct name screening via different systems such as World Check, Factiva, internal and external systems
- Check investigation alerts that called for extensive liaison with the front office, compliance and respective stakeholders
- Regional exposures and stable platform
- Friendly working culture
- Promising career development
- As part of the Regional CDD Team under the COO Office, this job holder will be responsible for:
- Accountable for client onboarding for low to high-risk corporate and institutional clients Conduct end-to-end KYC / PEP and comprehensive CDD / EDD assessment in accordance with HKMA regulatory requirements/corporate governance
- Serve as the bridge between front office and compliance to tackle AML/FCC-related issues
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.