- Regional Discretionary Portfolio & Investment Management
- Front office Exposures with UHNW Client Mandate Review
- International and well-established platform
Our Client
Appointed by European Private Banking Group with total AUM over 400 billion and hiring over 500 employees in the North Asia Regional Branch to search for high potential talent to join the Discretionary Portfolio Investment Team.
Job Duties
As part of the Regional Team in Hong Kong, the successful key jobholder will be tasked with the following accountabilities:
- Ensure timely trades execution of investment transaction and conduct trade reconciliation/resolve all trades related matters
- Support high net-worth clients’ portfolio rebalancing, cash and trade monitoring
- Assistant Portfolio Managers in delivering an outstanding investment proposition
- Conduct investment research and on-going portfolio monitoring
- Adhere to all compliance procedures and processes
Requirements
- CFA candidate. Well qualified graduate in Finance or related disciplined
- At least 3 years +/-progressive/relevant investment trade execution experience
- Familiar with global and greater china capital markets
- Prior asset management or private banking experience is highly desirable
- Adaptive to working in a highly international environment
- Good Proficient in Excel and PowerPoint
- Good Proficient in speaking both English and Mandarin
- Global Private Bank & Night Shift Dealing
- US Equities & FX Options Market coverage
- Excellent Worklife Balance & Bank Benefits
- 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
- 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
- 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
- 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.