PRBK0108BC103RL
  • 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

 

APPLY NOW
Category : Private Bank
Industry : Banking & Finance
You may also interested in......
  • 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 
Job Duties
  • 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 
  • 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