PRBK0621BC064RL
  • International & friendly banking environment
  • 5 Days Work Week & Good Hours
  • Great Banking Benefits & Good Learning Opportunities

Our Client

Job Duties

  • Responsible for clients’ account documentation and maintenance according to the regulatory requirements
  • Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding & review processes
  • Participate in any ad hoc regulatory and streamlining projects

Requirements

  • Diploma holder with relevant 2years+ of related clients’ documentation and data maintenance experience earned from financial institutions
  • With basic understanding of client onboarding and due diligence knowledge
  • Good command of both written and verbal in English and Chinese
  • Detail-minded and good team player
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Category : Private Bank
Industry : Banking & Finance
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  • 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.

Job Duties
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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

 

Job Duties
  • 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

Job Duties
  • 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 
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  • 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