- Sales Support & Trade Execution to Private Bankers
- Good Working Hours & Friendly Environment
- Well established International platforms
Our Client
Representing multiple European Private Banking Groups in searching for 6 months to 1 year trilingual Sales Assistant Contractor to join their Greater China and Hong Kong Markets. Successful jobholders will be entrusted with accountabilities to :-
Job Duties
- Assisting Private Banker(s) to provide high quality services including preparing account openings documentation/regular account and KYC review, order placing and execution, pricing quotation
- Prepare presentation materials for products advisory in order to resolving any enquiries from the affluent professional investors
- Team administrative tasks and clients meeting arrangement
- Participating in ad hoc regional and local projects
Requirements
- Degree holder with relevant sales support experience acquired from International Retail/Wealth Management, Private Banks, Securities Brokerage, Global Markets Groups
- Sound investment products knowledge
- Fluently written and spoken English and Mandarin
- Proven organization skills with strong attention to details
- Excellent interpersonal and communication skills
- With valid HKSI Paper 1, 7 and 8 or equivalent
- Candidates from Retail Banks, Wealth Management or Brokerage with passion to join private banking industry will also be considered!
Category : Private Bank 
Industry :
Banking & Finance
You may also interested in......
- 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