- 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
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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
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