- 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
- 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