- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
Our Client
Representing our Asian-based family office and SFC-regulated entity, with offices located in Hong Kong, Taiwan and SE Asia, to search for a trilingual client services Assistant Manager /Manager
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
- Participating in ad hoc regional and local projects
Requirements
- Degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets or Wealth Management Groups
- Sound investment fund products knowledge
- Well familiar with operations flow from front to back office
- Fluently written and spoken English and Mandarin
- Proven organisation skills with strong attention to detail
- Excellent interpersonal and communication skills
- With valid HKSI Paper 1, 7 and 8 or equivalent
- Great Exposures to Client Onboarding
- Client Service & Administrative Experience
- International Private Banking Platform
- Conduct the client due diligence review including source of wealth, account-related documents, KYC profiles and name screening results
- Conduct name screening via different systems such as World Check, Factiva, internal and external systems
- Check investigation alerts that called for extensive liaison with the front office, compliance and respective stakeholders
- Regional exposures and stable platform
- Friendly working culture
- Promising career development
- As part of the Regional CDD Team under the COO Office, this job holder will be responsible for:
- Accountable for client onboarding for low to high-risk corporate and institutional clients Conduct end-to-end KYC / PEP and comprehensive CDD / EDD assessment in accordance with HKMA regulatory requirements/corporate governance
- Serve as the bridge between front office and compliance to tackle AML/FCC-related issues
- 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