Category
Industry
Salary Range
- Hong Kong Greater China Based Private Equity Co
- Legal & Compliance advisory with FO/Deal Expo
- Small Team & Work-life Balance
- Report to CEO
- Accountable for providing portfolio/transaction and deal related legal documentation review by working closely with investment team
- Responsible for corporate/fund structure and LP/GP advisory
- Hong Kong Greater China Based Private Equity Co
- Secretary for Legal & Compliance Department
- Small Team & Work-life Balance
- Provide full spectrum of PA/secretarial support to Lawyer and investment team
- Accountable for arranging meeting schedules & managing T&E
- Assist account opening and legal/banking documentation support
- Hong Kong Family Office
- Financial Control, Budgeting and Cash Mgmt
- Excellent Job Security & Work-life Balance
- Report to Chief Executive of Family Office
- Accountable for managing full spectrum of financial reporting/audit, expenditure control and cash management for Hong Kong and overseas entities
- Oversight & work with external vendors to review A/P related issues
- As part of the Regional Strategic Business Management Team
- Report to Regional COO and Manage a team of client service managers
- Oversight the resources planning, hiring and performance of CSMs to ensure the fulfilment of business objectives in the AP region
- Regional Private Market Product Coverage
- Established Global Private Banking Franchise
- Leadership Function to Spearhead PE Penetration
- As part of the Strategic Direct Investment Advisory Regional Team
- Accountable for shaping PE strategies and increasing the penetration of PE solutions
- Work in partnership with bankers and investment professionals from advising PE investment opportunities, asset allocation to on-going portfolio monitoring in accordance to clients’ investment & risk appetite along
- Global Top 10 private equity group
- Regional and Global Exposures
- Rewarding Package & Comprehensive Int’l Exposure
- Prepare quarterly and annual financial reporting/NAV by working closely with outsourced fund administrator and investees across the region
- Monitor cash position by providing periodic update to investment team
- Review / calculate capital calls, distributions and fee contribution for GP/LP
- Regional Investment & Operational Risk
- Established Global Active Investment Manager
- Promising Learning & Career Opportunity
- As part of the Asia Pacific Risk Management Team
- Accountable for identifying potential investment/OR risk by working closely with portfolio management/investment teams, tech/operations, legal & compliance, depts
- Conduct periodic risk assessment/stress test to ensure fulfilment of regulatory and corporate governance
- Great Exposures to Client Onboarding
- Client Service & Administrative Experience
- International Private Banking Platform
- Conduct name screening via different systems such as World Check, Factiva, internal and external systems
- Check investigation alerts that called for extensive liaison with front office, compliance and respective stakeholders
- Team administrative support, static data maintenance and ad-hoc projects
- Expansion KYC/EDD/Approval Headcounts
- Friendly Int’l Corp & Institutional Platform
- Hybrid Work Mode & Balanced Worklife
As part of Regional KYC and EDD team under COO Office, the job holder will be responsible for:
- Accountable for client on-boarding for low to high risk corporate & institutional clients
- Conduct KYC/PEP and comprehensive CDD/EDD assessment in accordance regulatory/corporate governance
- Bridge between front office and compliance to tackle & AML/FCC related issues
- Most Admired Global Private Banking Franchises
- Friendly Int’l Platform with Worklife Balance
- Group Risk Mgmt including OR, Regulatory & IT
- As part of 2nd line of defense to conduct periodic review & formulate effective control in accordance to regulatory requirements & corporate governance
- Conduct gap analysis; formulate control process/policies and KRI indicators by working in close partnership with compliance/audit teams & 1st line of BR
- Accountable for driving thematic reviews in particular with issues related to IT risk, cyber security, PDPO, outsourcing and BCP etc.
- Established Global Asset Management
- Institutional Portfolio Reporting
- Dynamic Front Office Investment Exposure
- Working closely with portfolio management/investment teams, legal & compliance, risk and operations for resolving institutional clients enquiries
- Provide timely and quality client service and on-boarding support
- Prepare presentation materials for institutional sales meeting and portfolio review
- Dynamic Regional IT Helpdesk Support
- Oversight vendors & Relocation Project
- Worklife Balance & Friendly Int’l Private Bank
- Regional headcount to provide 1st/2nd level IT support to the North Asia Branches with over 500 users from front to back offices
- Troubleshoot/Facilitate IT desktop, applications, 3rd party systems, and E-banking solutions
- Support relocation projects by working in collaboration with Infrastructure and external vendors across the region
- Rewarding Career with Global Asset Manager
- Greater China & Asian Fixed Income Trading
- Regional Exposure & Competitive Package
- As part of the Regional Fixed Income Portfolio Management team
- Timely execution of fixed income, derivatives (listed and OTC), and FX trades across Asia & Greater China Region by partnering with portfolio managers and external brokers
- Accountable for trade related control and on-going enhancement of trading tools/technology and ensuring the fulfilment of regulatory requirements
- Regional Data & Revenue Analytics
- Conduct revenue and product pricing analysis
- IT savvy with strong project management skill
- As part of the regional revenue and product pricing department
- Accountable for conducting product pricing/revenue analysis and provide value added management reports/presentation deck for global investment product department & senior management
- Facilitate product pricing strategies & related regional regulatory/reporting initiatives
- Global Industry Leader in Private Banking
- Dept Head for KYC, COB & Client Mgmt Project
- Senior Leadership role as part of the COO function
- As the department head to oversight KYC, Client On-Boarding, Static Management and Regional Project
- Supervise over 25 team-members to accomplish timely SOW/KYC to daily operations for new/periodic accounts by working closely with internal stakeholders including Compliance, Operations and IT Departments
- Represent COO Office from identifying and driving transformation processes to support regulatory, risk & compliance and new business initiatives