- Stable environment with good work life balance
- Supporting Senior Level of Private Bankers
- Excellent multi-asset classes products exposures
Our Client
Representing multiple European Private Banks in searching for seasoned and trilingual candidates to join their front office Greater China and Hong Kong Markets as ARM. Successful jobholders will be entrusted with accountabilities to :-
Job Duties
- Assisting Private Banker(s) to provide high quality services to high-net worth clients
- Preparing account openings documentation, trade execution, pricing quotation, products advisory support in order to resolving any enquiries from the affluent professional investors
- Participating in ad hoc regional and local projects
Requirements
- Degree holder with at least 4 years relevant sales support experience acquired from International Private Banks, Global Markets or Wealth Management Groups
- Sound capital market and investment knowledge
- Well familiar with trade flow from front to back office
- 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
- Global Private Equity Investment Manager
- Regional Investment Risk Oversight
- Promising Exposure with Competitive Benefits
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region.
- Expansion North Asia Headcount
- Transformation & Project Management
- MNC, Fintech & Financial Institutions
You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
- Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
- Facilitate regional and global new business/products and regulatory related initiatives
- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements