Category
Industry
Salary Range
- APAC Institutional Client Service & Account Mgmt
- Global Asset Manager & Private Credit Investment
- Hybrid Work Mode & Dynamic Investment Expo

As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities:
- Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance
- Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA
- Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution
- 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
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security

- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- 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
- Promising Jr Banker/IC career opportunities
- Key Account Manager to promote clients’ relationships
- Global Private Banks with Aa2/A+Credit Rating

- Partner with experienced MD/Banker and supported by ARMs
- Assigned to independently manage; service and provide investment advisory to clients
- Cultivate strong clients' relationship by offering timely investment advisory