PRBK0513BB648JL
  • Regional Front office Business Mgmt Support 
  • Business Performance, Financials Review & KPIs
  • Comprehensive Bank Benefit & Worklife Balance 

Our Client

Appointed by Top 5 Swiss Based Pure Play Int’l Private Bank to search for Front Office Business Manager.

Job Duties

  • Provide insightful and value-added business performance/KPIs/financial analytics to North Asia Branch CEO, senior management and Front office across the region/headquarters 
  • Serve the key contact point for front office RMs/ARMs to tackle any client related aspects & daily business activities including account opening, suitability and trades
  • Represent front office to liaise with L&C, operations and support functions for new business/products and regulatory/remediation related initiatives
  • Cultivate a culture of best practice sharing and other ad-hoc regional streamlining, regulatory and corporate governance related initiatives

Requirements

  • Well qualified graduate with 5 years+ of relevant Business Management experience
  • Good Understanding towards private wealth management industry is a pre-requisite 
  • Strong business acumen with sound risk control mindset and project management experience 
  • Driven with strong people & communication skill to work with internal stakeholders
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Category : Private Bank
Industry : Banking & Finance
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  • Dynamic and friendly working environment
  • Excellent investment product exposures
Job Duties

The seasoned jobholders will be responsible for:

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  • Preparing investment and product presentation materials
  • Expansion Headcount in the HK Office
  • Sales assistant, operations & regulatory support
  • Friendly working environment
Job Duties
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  • 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 
Job Duties
  • 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
  • Expansion Headcount in the HK Office
  • Sales assistant, operations & regulatory support
  • Friendly working environment
Job Duties
  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations
  • Resolving daily enquiries from affluent professional investors
  • Participating in ad hoc regional and local projects
  • KYC, Name Screening & Account Documentation
  • Int’l Bank with Compliance/AML Exposure
  • Excellent Working Hours & Friendly Team
Job Duties
  • Responsible for name screening, KYC and existing client accounts documentation support
  • Conduct basic due diligence checking under respective AML requirements
  • Trigger events and post transactional review