Category
Industry
Salary Range
- Stable and well-established platform
- Dynamic and friendly working environment
- Excellent investment product exposures
The seasoned jobholders will be responsible for:
- Assistant Senior 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 product presentation materials
- 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
- Client Account Documentation & Static Data
- Global Private Bank & Expansion Hire
- Job Security, Good Benefits & Worklife Balance
- Accountable for client data accuracy in accordance to HKMA requirements
- Responsible for reviewing account opening documentation and data maintenance
- Serve as the bridge between front office, business management, KYC and compliance teams
- Top Ranking Global Private Bank
- Office Renovation and Project Coordination
- Friendly and Int’l Working Environment
- As part of the office administration department for North Asia region
- Facilitate office renovation and expansion for the HK branch with 400 employees
- Work closely with IT department on scheduling of renovation
- 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 European Private Bank
- HKMA Compliance Monitoring & Control
- Worklife Balance & Excellent Job Security
- Perform annual risk assessment to identify key risk areas that need to be monitored.
- Report to North Asia Head of Compliance
- Accountable for HKMA regulatory risk assessment
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations
- Resolving daily enquiries from affluent professional investors
- Participating in ad hoc regional and local projects
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements
- Promising Int’l Buy-Side Career Opportunity
- AP Equities Portfolio Management & Mandate Advisory
- Profound Institutional Clients and Family Office Exposure
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
- Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
- Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
- Global Private Bank with 500 employees in AP
- Office Admin Support & Front Office Exposure
- 5 Days Week. Good Benefits & Central District
- Report Team Head of Corporate Services
- Provide team administrative support to the branch office
- Accountable for office procurement, expenses control, internal & external events coordination
- Global Leader in Private Bank & Asset Mgmt
- Head Office Financial & HKMA Reporting
- Worklife Balance & Comprehensive Bank Benefits
- Report to Regional Head of Finance & partner with a team of professional accountants
- Accountable for Head Office Financial & HKMA Regulatory Reporting
- Ensure accurate financial disclosure, compliance of accounting standards and HKMA banking ordinance
- KYC, Name Screening & Account Documentation
- Int’l Bank with Compliance/AML Exposure
- Excellent Working Hours & Friendly Team
- Responsible for name screening, KYC and existing client accounts documentation support
- Conduct basic due diligence checking under respective AML requirements
- Trigger events and post transactional review
- Oversight KYC and Client On-Boarding functions
- Good Working Hours & Comprehensive Benefits
- People Management & Global Private Bank
- Report to the Regional Head of KYC
- Assume team lead functions to oversight KYC and client onboarding for low to high risk cases
- Accountable for CDD Review to ensure fulfilment of regulatory, corporate governance
- HKMA regulated European Bank
- RTGS / Swift and Payments Projects
- Worklife Balance & Competitive Benefits
- As part of the North Asia Operations & Payment Team
- Daily processing of cash/cheque payment and remittance that called for liaison with internal/external counterparts across the region
- Resolve any transaction issues on a timely basis and ensure fulfilment of regulatory requirements
- Global Industry Leader in Private Bank
- Head Office Financial Reporting & Projects
- Friendly Int’l Environment & Worklife Balance
- Accountable for preparing Head Office Financial Reporting
- Facilitate the preparation of Management Reporting
- Maintenance of G/L