- UK Asset Manager with Established Int’l Franchise
- Regional Intermediary Sales & Client Management
- Dynamic Distribution Network with Private Banks
Our Client
UK headquarterd global asset management group with an established worldwide operations in over 15 countries and total AUM US$130billion+ to invite experienced Intermediary/Institutional Sales VP/SVP to apply for this immediate regional opening!
Job Duties
- As part of the Regional Sales Team to identify/generate new asset; business opportunities from new and existing intermediaries client network
- Report to Regional Head and along with the support of Client Service/Marketing Teams to accomplish business objectives
- Cultivate strong client relationship by providing timely solutions to intermediaries, private banks, financial advisers and family offices
Requirements
- Well qualified graduate with CFA background
- 8-10 years+ relevant intermediary/institutional sales/account management and product advisory experience in asset management or private banking industry
- Adaptive to working in a multi-cultural int’l environment
- Self motivated with seasoned presentation skills
- Strong understanding towards asset management and portfolio management
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