PRBK1230BC003JL
  • Global Private Wealth & Asset Mgmt Grp
  • Discretionary Portfolio Product Advisory
  • Promising Career, Worklife Balance & Sign-On Bonus

Our Client

Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor.

Job Duties

  • Assume the role as Discretionary Portfolio Product Specialist in North Asia region
  • Accountable for DPM/Funds penetration by working closely with IC/bankers from formulating customized asset allocation, consolidating investment presentation materials, attending clients’ pitch to periodic review
  • Collaborate with Discretionary Fund Manager to understand investment & risk strategies
  • Participate global/regional initiatives related to ESG and other new mandates initiatives

Requirements

  • CFA, Well qualified graduate/Degree holder with 7 years+/- cross asset classes of  investment advisory and portfolio management experience
  • Highly seasoned investment presentation skills
  • Good understanding of asset allocation/investment management
  • Trilingual candidate proficient in English, Mandarin and Cantonese
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
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  • Stable and well-established platform
  • Dynamic and friendly working environment
  • Excellent investment product exposures
Job Duties

The seasoned jobholders will be responsible for:

  • Assistant Senior Private Bankers on daily pre and post-sales services
  • Handling new to bank and regular accounts reviews and documentation, pricing quotation, order placing, and portfolio management
  • Preparing investment and product presentation materials
  • 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
  • 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