Consultant - Private Banking
3 months ago
About the job:
As a Consultant - Private Banking, you will acquire first-hand consulting experience in the banking industry, build knowledge on a wide range of companies, and apply project management best practices in a fast-paced and intellectually challenging work environment. As we carry out all projects at the clients' premises, you will play a key role in building trusted client relationships through high quality deliverables and leveraging our industry expertise. Our consultants are our greatest asset, and we show this by providing a comprehensive training and mentoring program to equip you to become a skilled consultant. This role is ideal for someone who has strong knowledge in Business Integration / Migration / TOM projects within Private Banking. This role also provides great exposure to senior stakeholders and tremendous career growth.
Responsibilities:
- Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solutions
- Present findings and recommendations to the client using business proposals and presentation decks
- Document the project into systems and processes for management review
- Close interaction with clients through regular project updates and networking
- Support team members with other project activities
- Independently drive the success of a work stream by directing activities, ensuring high quality deliverables and timely submission
- Manage a team of consultants by defining meaningful work packages, managing activities, and through mentorship
- Participate in business development activities including topic development, proposal preparation, sales presentations, and contract negotiation
- Degree holder
- 3-6 years of experience in the banking, technology and/or consulting industry
- Good understanding of core business processes and products in the private banking industry
- Capable of applying technology principles to business
- Excellent spoken and written English
- Cantonese/Mandarin is a plus
- Good understanding of private banking/wealth management business
- Highly analytical and structured in problem solving; able to quickly understand complex situations
- Excellent presentation and communication skills with clients and colleagues
- 3+ years of Change / Transformation experience within Private Banking Knowledge of Business Integration / Migration /TOM projects within Private Banking
- Flexible working hours with part-time working models and hybrid options
- Attractive fringe benefits and salary structures in line with the market
- Modern and central office space with good public transport connections
- Can-do mentality and one-spirit culture
- Varied events and employee initiatives
- Resume
- Job references
- Qualifications (bachelor/ master diploma, etc.) with certificate of grades
- Motivation letter: Why Synpulse? Why you? Why this function?
- Recommendation letters (optional)
Do you appreciate the spirit of a growing international company with Swiss roots and a strong corporate culture? Then we look forward to receiving your online application at http://synpulse.com
Our people are our most valuable asset. They drive our growth and anchor our success. They are experts, thought leaders, and trusted partners of our global clients. The Synpulse OneSpirit is reflected in our people and unrivaled culture of collaboration, inclusion, entrepreneurship, and fun. We are good corporate citizen in our communities and we celebrate success together with our Synpulse crypto token. https://player.vimeo.com/video/543018190
Client Serving
Management Consulting
Experienced Professional
Hybrid
Responsibilities:
- Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solutions
- Present findings and recommendations to the client using business proposals and presentation decks
- Document the project into systems and processes for management review
- Close interaction with clients through regular project updates and networking
- Support team members with other project activities
- Independently drive the success of a work stream by directing activities, ensuring high quality deliverables and timely submission
- Manage a team of consultants by defining meaningful work packages, managing activities, and through mentorship
- Participate in business development activities including topic development, proposal preparation, sales presentations, and contract negotiation
- Degree holder
- 3-6 years of experience in the banking, technology and/or consulting industry
- Good understanding of core business processes and products in the private banking industry
- Capable of applying technology principles to business
- Excellent spoken and written English
- Cantonese/Mandarin is a plus
- Good understanding of private banking/wealth management business
- Highly analytical and structured in problem solving; able to quickly understand complex situations
- Excellent presentation and communication skills with clients and colleagues
- 3+ years of Change / Transformation experience within Private Banking Knowledge of Business Integration / Migration /TOM projects within Private Banking
-
Strategic Consultant for Private Banking
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeAbout the JobAs a Consultant - Private Banking at Synpulse, you will work closely with clients to understand their needs and develop innovative solutions. Your expertise in private banking and wealth management will enable you to drive project success and build strong client relationships.ResponsibilitiesConduct research and data analysis to identify client...
-
Consultant - Private Banking - AML/KYC
1 month ago
Hong Kong, Hong Kong SAR China Synpulse Schweiz AG Full timeWe are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management...
-
hong kong, Hong Kong SAR China Bank of China Full timeSenior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322Employment Type: Full timeDepartments: Private BankingJob Functions: Asset Management, Dealing & Trading, Product Development & ManagementResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...
-
Bank of China | Assistant
4 days ago
hong kong, Hong Kong SAR China Bank of China Full timeAssistant / Deputy Investment Consultant, Private Banking Job No.: 498265Employment Type: Full timeDepartments: Private BankingJob Functions: Business Development, Dealing & Trading, Investment Management, Product Development & Management, Relationship Management Responsibilities: Assist Investment Consultant in analyzing market trends and preparing...
-
Global Private Banking Transformation Consultant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeWe are a globally active management consulting company with a strong presence in Switzerland, Germany, Austria, the UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia, and India.As a valued partner to many of the world's largest international financial services and insurance firms, we support our clients at all project management stages...
-
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments Provide comprehensive support to investment consultants Provide professional and excellent service to key clients of private...
-
Senior Consultant
1 month ago
Hong Kong, Hong Kong SAR China Synpulse Schweiz AG Full timeWe are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management...
-
Senior Consultant
1 month ago
Hong Kong, Hong Kong SAR China Synpulse Full timeWe are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages...
-
Private Banking Leader
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob OverviewBecome a pivotal part of Bank Of China (Hong Kong) Limited as we seek an accomplished Private Banking Leader. This role requires exceptional skills to develop and execute individual business plans, ensuring client acquisition, business referral, and establishing a robust book of new business.Key ResponsibilitiesFoster long-term relationships with...
-
Senior Private Banking Transformation Expert
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeCompany OverviewWe are an international management consulting company with a strong presence in the financial services industry. Our expertise lies in delivering high-quality solutions to our clients, and we are committed to building long-term relationships.SalaryWe offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience....
-
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth...
-
Strategic Banking Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeAbout SynpulseWe are an established, globally active management consulting company with a strong presence in multiple countries. Our expertise lies in providing strategic advice to the world's largest financial services and insurance firms.Our clients benefit from our comprehensive approach, which encompasses strategy development, operational frameworks,...
-
Business Consultant
7 months ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...
-
Senior Private Banking Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Description:The Bank of China seeks a highly skilled and experienced Senior Private Banking Relationship Manager to join its team. As a key member of the bank's private banking division, you will be responsible for developing and executing business plans to acquire new clients, expand existing relationships, and grow your portfolio.Key...
-
Financial Services Expert
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeWe are a globally active management consulting company with a strong presence in key financial hubs. Our clients rely on us to provide innovative solutions for their business challenges, and we take pride in our expertise in business and technology.About the RoleAs a Financial Services Expert - Private Banking, you will have the opportunity to acquire...
-
Director / Associate Director, Private Banking
3 months ago
hong kong, Hong Kong SAR China Bank of China Full timeDirector / Associate Director, Private Banking Job No.: 492298Employment Type: Full timeDepartments: Private BankingJob Functions: Business Development, Relationship ManagementResponsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business. Manage a client base of...
-
Senior Project Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full timePrivate Banking Business Projects Manager RoleWe are seeking a seasoned Senior Project Manager to join our team at Global Executive Consultants Ltd. in Hong Kong. This is an exceptional opportunity for a highly motivated and experienced professional to lead business projects and initiatives within the Private Banking Business unit.About the Job:The...
-
Senior Investment Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China PER, Private Equity Recruitment Full timeAbout the Role We are seeking an experienced Investment Vice President to join our global private equity team in Hong Kong. The successful candidate will be responsible for executing full life cycle private equity investments, from sourcing and evaluating deals to structuring and execution, ongoing supervision of business operations, and exit. Key...
-
Investment Banking Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAre you looking for a challenging and rewarding career in private wealth management? We are seeking an experienced Investment Banking Specialist to join our team at Bank of China (Hong Kong) Limited.About the RoleThis is a key role that will involve working closely with our investment consultants to analyze market trends and prepare investment proposals. You...
-
Director Private Banking
3 weeks ago
Hong Kong, Hong Kong SAR China Ateca Consulting Full timeExciting Opportunity for Private Bankers – Hong Kong A prestigious Swiss private bank is seeking Private Bankers for their Hong Kong office. This is a unique chance to join a forward-thinking institution that recognizes and rewards success. Why Consider This Opportunity? -Previous hires have seen a 20% to 40% increase in their total compensation. -Access...