- Regional Discretionary Portfolio & Investment Management
- Front office Exposures with UHNW Client Mandate Review
- International and well-established platform
Our Client
Appointed by European Private Banking Group with total AUM over 400 billion and hiring over 500 employees in the North Asia Regional Branch to search for high potential talent to join the Discretionary Portfolio Investment Team.
As part of the Regional Team in Hong Kong, the successful key jobholder will be tasked with the following accountabilities –
Job Duties
- Assistant Portfolio Managers in delivering an outstanding investment proposition
- Supporting high net-worth clients’ portfolio rebalancing, cash and trade monitoring
- Ensure the timely execution of investment transaction
- Conduct regular product and market research across all asset classes
- Adhere to all compliance procedures and processes
Requirements
- CFA candidate. Well qualified graduate in Finance or related disciplined
- 3 years +/-progressive/relevant investment management research and trade execution experience
- Familiar with global and greater china capital markets
- Prior asset management or private banking experience is highly desirable
- Adaptive to working in a highly international environment
- Good Proficient in Excel and PowerPoint
- Good Proficient in speaking both English and Mandarin
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