Category
Industry
Salary Range
- Stable and well-established platform
- Dynamic and friendly working environment
- Excellent investment products exposures
- Assistant 1 to 2 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 products presentation materials
- Global Private Equity
- Regional Fund Raising Support
- Investor Relationship Client Management
- Provide comprehensive investor relationship management support from fund raising, business development to on-going client relationship management
- Responsible for conducting desktop research; client due diligence to fund performance/ad-hoc reports
- Accountable for scheduling calls/meetings, coordinating roadshow & events that called for extensive liaison with institutional investors and senior management
- Global Private Wealth Management Bank
- Product Pricing Analytics & Regulatory Control
- Dynamic Regional Reporting & Project Exposure
- Report to Regional Pricing & Revenue Strategist and partner with Finance Department
- Conduct quality/timely data analytics and profitability reporting
- Consult/Tackle enquiries from front office on any pricing issues
- Most Established Swiss Based Global Private Bank
- Regional Equity Strategist & Investment Advisory
- Promising Career & Rewarding Package
- Tasked with the mission as part of the regional team to formulate and drive equity strategies for PWM in Asia and Global office
- Assume the equity specialist to advise front office bankers and external UHNW clients from investment outlook, stock selection, trading ideas and investment strategies
- Work in collaborative effort with Equity Research and Compliance Departments to ensure the adherence of corporate and regulatory governance
- Global Private Wealth & Asset Management Grp
- Front Office Business Management & Support
- Worklife Balance & Comprehensive Benefits
As part of the North Asia Regional Business Management & Support Function tasked with the following mission
- Tasked with the mission to ensure front office business operations adhere regulatory and corporate governance
- Act as the team lead to coach, train and ensure satisfactory performance of ARM/sales support
- Serve as the SME to guide private bankers and sales support on digital banking applications
- Most Established Regional Private Wealth Mgmt
- Mutual Funds & Alternative Investment Specialist
- Product Due Diligence & Funds Advisory
- Assume Funds Product Specialist holding full accountabilities from product due diligence & on-going periodic review of mutual funds, ETF and private equtiy/alternative solutions
- Consult and advise seasoned private bankers from funds selection, product advisory and external clients’ pitch/portfolio review
- Accountable for funds peneration/promotion for HNW clients in the Greater China region by collaborating with 3rd parties Asset Managers & Investment/Product Solutions team in HQ
- Reputable Global Markets & Banking Group
- Expansion Investment Research & Marketing Hire
- Chinese Investment Writer
- Timely publication and translation of investment outlook, market trends and research materials to Chinese language by working in collaboration with Investment & Product Solution professionals and Sales Departments
- Active participation to enhance Chinese Investment content to facilitate business development for the Greater China region.
- Ensure bank wide publications is adhere to the regulatory and corporate governance
- Expansion headcount with European Global Bank
- HKMA Regulatory, Financial & Mgmt Reporting
- Excellent Bank Benefits & Worklife Balance
- Report to CFO and facilitate the financial control function for the HK/North Asia Branch
- Timely and quality production of Regulatory Reporting/HKMA returns
- Ensure headquarter, regulatory and management reports are submitted in accordance to corporate accounting policies and regulatory requirements
- Equities + Structured Product Dealer
- Excellent Job Security & Bank Benefits
- Friendly & Int’l Private Banking Platform
- Report to the Head of Investment Products & Solutions and partner with a professional dealing team in HK & SGP
- Provide timely and quality trade execution of equities & multi-asset classes of investment product by working closely with private bankers & IC
- Responsible for tackling any pricing related enquiries
- Most Established Top Ranking European Private Bank
- Expansion headcount for AP/Greater China region
- Discretionary, Alternative & Capital Markets Advisory
- 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
- Expansion North Asia Headcount
- Change Projects related to KYC/Account Documentation
- Int’l Bank with workflow life Balance
- Assume business analyst accountability for the client on-boarding/account documentation department
- Serve as the subject matter expert to conduct impact analysis; formulate users requirements by collaborating with compliance, operations, IT and front office/private bankers, conduct UAT and promote workflow/system changes/automation
- Update workflow processes/procedural changes to ensure the fulfilment of regulatory requirements & corporate governance
- Regional Ebanking & Fintech Expansion
- E-Banking Client Service & Business Analyst
- Promising Career with Int’l Private Banking
- Provide quality e-banking services to internal/external private banking clients
- Advise/guide front office private bankers, sales support and investment consultants on the usage of E-banking and digital applications
- Support testing/on-going enhancement of digital, fintech and E-banking solutions/applications
- Global Private Bank & Wealth Mgmt
- Product/Regulatory Operational Risk
- Regional 2nd Line of Defense
- Report to Regional Head OR
- Assume 2nd line of defense to oversight the daily business activities for DPM and Investment Product Solution teams
- Provide advisory & trading to front office, investment product solution & DPM teams for issues related to sales, suitability and product risk framework
- Pure Play European Based Private Bank
- Credit Risk, Portfolio & Margin Monitoring
- Worklife balance with friendly int'l culture
- Oversight monitoring and review of the loan book as per the Credit Policy guidelines
- Manage daily margin and limit excesses and serve as the SME in related aspects by working closely with private bankers, senior management and headquarters
- Accountable for tracking/monitoring/escalation of covenants for special internal approval conditions
- Business/Investment Risk & Compliance Review
- Diversified Investment Product Exposure
- Well Respected Global Private Bank
- Tasked with the account abilities to oversight investment product due diligence, risk profiling and suitability
- Responsible for ensuring the adherence to HKMA/SFC latest regulatory requirements for new & existing products/gap analysis etc.
- Accountable for conducting product suitability assessment, selling process review, client disclosure and implementing compliance monitoring & control