- Equities + Structured Product Dealer
- Excellent Job Security & Bank Benefits
- Friendly & Int’l Private Banking Platform
Our Client
Swiss Based Private Bank with over 160 years+ private wealth management experience with total AUM of USD 250Billion+ to search for Equities & Structured Product Dealer for the HK/North Asia Branch with over 200 employees.
Job Duties
- Report to the Head of Investment Products & Solutions and partner with a professional dealing team in HK & SGP
- Provide timely and quality trade execution of equities & multi-asset classes of investment product by working closely with private bankers & IC
- Responsible for tackling any pricing related enquiries
- Facilitate regional new product/advisory and regulatory projects
Requirements
- Degree holder in Finance/ Economics with over 4 years steady trade execution/dealing track record preferably earned from int’l private banks, wealth management or securities brokerage
- Good understanding of multi-asset classes of investment products in particular with Equities and Structured Products
- Self-motivated team player with strong sense of responsibility
- Excellent communication skills in fluent verbal and written English, Mandarin and Cantonese
Category : Private Bank 
Industry :
Banking & Finance
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- Cross Asset Classes of Dealing Team Lead
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
Job Duties
- Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
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- 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
Job Duties
- 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
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