- Leading Wealth Management Platform
- Multi-asset classes products exposures
- Friendly and stable working environment
Our Client
Representing our leading HKMA regulated European Based Wealth Management and Global Markets Banking groups to young and strong talent to join their front office team in Hong Kong!
Job Duties
- Assisting on daily order placing, pricing quotation and execution for multi-asset classes investment products
- As the key gate-keepers in the high net worth clients’ account management including client on boarding, and risk assessment, funding / transaction arrangement and portfolio update
- Working closely with portfolio management/investment teams, legal & Compliance, risk and back office operations for resolving client’s information requests
- Assist ad hoc projects and administration work among the team
Requirements
- Degree holder with relevant 5 years+ front office dealing and sales supporting experience obtained from International Wealth management, Securities or Global Markets groups
- Strong investment products knowledge and account opening experience with good understanding of HKMA requirements is highly desirable
- Good interpersonal and communication skills
- Fluently speaking English and Mandarin
- Highly adaptive to fast-paced working environment
- Able to work under pressure and tight deadlines
- With valid HKSI licenses
- Promising Career Development Prospects
- Private Banking ARM Supervisory & Business Management
- Healthy Work Life & Excellent Bank Benefit
Mission: Crucial dual role as an operational supervisory lead and a trusted partner to Senior Private Bankers (Relationship Managers). This position oversees a pool of Assistant Relationship Managers (ARMs) responsible for HNW and UHNW client accounts.
- Accountable for hiring, mentoring, resource planning, performance evaluation of a team of ARMs/Client Service specialists in addition to ensuring the seamless client onboarding and trade execution, robust regulatory compliance, and high standards of service excellence while optimizing workflow efficiency across the team
- Direct first-line control. Ensure full compliance with AML/KYC standards, account onboarding requirements, product suitability checks, and cross-border regulatory rules
- Drive operational efficiency by collaborating with IT, Operations, and Product teams to streamline client workflows and support audit readiness
- FX, Treasury & Structured Solutions Specialist
- Product Advisory & Trade Execution
- Promising Career with Int’l Private Bank
Elite Advisory & Market Insights: Deliver tailored macroeconomic analysis and currency insights directly to private bankers and external UHNW clients.
Institutional Execution: Take accountability for maintaining "Best Execution" standards, ensuring timely and accurate pricing across all major currency pairs and structured derivatives.
Bespoke Structuring: Design customized currency structures and thematic trading strategies that align with individual risk boundaries and portfolios.
- Account Documentation & Static Data Management
- Global Private Bank & Expansion Hire
- Worklife Balance & Friendly int’l Team
- Responsible for account documentation check and clients’ data maintenance
- Ensure completeness of document in accordance to regulatory requirements
- Provide back office private banking operations support that called for liaison with front office and KYC teams
- Handle general inquiries from internal and external customers in relation to clients account information
- Support regional ad hoc projects
- Trade Execution of Structured Products
- Global Banking with Comprehensive Bank Benefits
- Excellent Worklife Balance & Job Security
- Reporting to Regional Head of Dealing & partner with a professional team of cross asset classes of investment advisors
- Accountable for timely trade execution of equities and structured products 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
- Global Private Bank with 850 Employees+ in APAC
- Regional Business Mgmt to APAC Governance
- Good Corporate Culture & Worklife Balance
- Report to the Regional Head of Governance
- Accountable for timely preparation of management reports and analysis
- Responsible for coordinating regional governance & risk management committee meetings and agenda