- Global Private Bank HK North Asia Branch
- Sales Support Leader & Business Management
- Competitive Bonus & Promising Career
Our Client
Recognized as one of the most established wealth management private banks in Asia with a rich history of over 60 years+; hiring over 400 experienced bankers globally; offering comprehensive cross asset classes, portfolio management and estate planning solutions to UHNW & family offices.
Job Duties
- Report to Head of Business Management to ensure the smooth operations of daily business activities
- Manage a team of Client Service Associate and Sales Support from hiring, coaching and mentoring to ensure the daily business activities fulfill the regulatory & corporate governance
- Oversight the performance of sales support
- Serve as the escalation points for functional business units such as Legal and Compliance, Risk and Operations to report CSM’s conduct issues and exceptions
- Active participation in regional projects from automating workflow/system enhancement, implementing control procedures to cater for business & regulatory risk initiatives
Requirements
- Graduate with 10 years+/- relevant client service management, business management, front office risk control earned from int’l private bank
- Strategic minded with proven people management capability along with good problem
- Profound understanding towards wealth management business and HKMA regulatory requirements
- Strong interpersonal & influencing skills to effectively work with people
Category : Private Bank

Industry :
Banking & Finance
You may also interested in......
- Promising Int’l Wealth Mgmt Career Opportunity
- Portfolio Mgmt & Mandate Investment Advisory
- Profound Institutional Clients and Family Office Exposure
Job Duties
- Contribute to the growth, penetration and marketing of mandates & discretionary portfolios
- Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers
- As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC
-
Most Sustainable International Private Bank
-
Expansion Transaction Monitoring/STR Headcounts
-
Regional FCC/AML Compliance Dept
Job Duties
As part of the Regional FCC function, the successful job holder will be accountable for
- Report to Head of FCC and partner with a small professional team of 3
- Transaction Monitoring, STR & Continuous Enhancement of AML Procedures and System/Tools Review
- Investigation of trigger events/alerts to ensure the fulfilment of regulatory/corporate governance
- Top Ranking International Private Bank
- Contract/Perm Client Documentation & CDD Support
- Multicultural Environment & Competitive Benefits
Job Duties
- As part of the Client Account Documentation team holding full accountability from Client Life Cycle and Static Data management
- Serve as the case manager/subject matter expert from client on-boarding & periodic review by ensuring the fulfilment of compliance/regulatory/Fatca Tax related requirements
- Drive and streamline processes to maximize quality deliverables
- Multi-Asset Classes of Investment Advisory
- Expansion headcount for UHN Greater China Clients
- Superb Job Security & Worklife Balance
Job Duties
- Assume active investment advisory and client facing role by collaborating with private bankers and products specialist
- Accountable for providing timely global market updates and customized investment solutions from structured products, equities, fixed income, treasury, mutual funds and alternative investments etc
- Continuous monitoring, portfolio review and provide value added market commentaries
- Stable and well-known platform
- All-rounded COB/KYC involvement
- Friendly team with great exposures
Job Duties
- Carrying out the professional review and approval of KYC client profiles along with sanctions and AML screening
- Performing due diligence checks and relevant information searches
- SOW/SOF review and analysis for all risk levels of high net worth and ultra-high net worth clients across the globe