- Multi-asset classes product exposures
- Expansion North Asia Headcount
- Comprehensive Banking Benefit & Worklife Balance
Our Client
Appointed by the most sustainable European Based Private Bank established since 1840s and with worldwide operations in over 20 locations to search for potential talents to join their Investment Advisory Team.
Job Duties
- Provide comprehensive investment advisory & sales support to a small team of professional Investment Advisors & Product Specialists
- Responsible for trade execution and ongoing portfolio management
- Tackle any product related enquiries by working closely with front office bankers & ARM and operations team
- Facilitate investment research and prepare pitching materials
- Liaison with 3rd parties counterparts to resolve any investment/trade and pricing/operations issues
- Ad hoc administrative tasks for the advisory team
Requirements
- CFA / Degree holder with 3 years+/- relevant supporting experience in investment advisory/portfolio management team
- Strong multi-asset class products knowledge
- 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
- Highly Proficient in PowerPoint and excel including pivot table/vlookup
Category : Private Bank 
Industry :
Banking & Finance
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- Multi-Asset Classes of Investment Advisory
- Expansion headcount for UHN Greater China Clients
- Superb Job Security & Worklife Balance
Job Duties
- Assume active investment advisory and client facing role by collaborating with private bankers and products specialist
- Accountable for providing timely global market updates and customized investment solutions from structured products, equities, fixed income, treasury, mutual funds and alternative investments etc
- Continuous monitoring, portfolio review and provide value added market commentaries
- Stable and well-known platform
- All-rounded COB/KYC involvement
- Friendly team with great exposures
Job Duties
- Carrying out the professional review and approval of KYC client profiles along with sanctions and AML screening
- Performing due diligence checks 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
- Global Private Bank & Night Shift Dealing
- US Equities & FX Options Market coverage
- Excellent Worklife Balance & Bank Benefits
Job Duties
- 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
Job Duties
- 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
Job Duties
- 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