Team Lead of Wealth Management
3 days ago
Risk Management Group (RMG) is responsible for the development and maintenance of risk management and internal control frameworks. We provide independent review and challenge to business to ensure that appropriate balance is considered in risk/return decisions. In addition, RMG is responsible for the monitoring and reporting on key risk issues of the Bank. To manage risk effectively and deliver strong financial performance, we invest significantly in our people and infrastructure.
Responsibilities:
- Supervising a team of credit analysts and monitoring specialists to ensure:
- monitoring of accounts for margin compliance and follow up on accounts in collateral shortfall or limit excess
- monitoring of limits and exposure to ensure compliance with regulatory requirements and the Bank's internal policies
- monitoring of ad-hoc transactions & limit excesses (where applicable)
- providing support to the management information system (MIS)/Analytics team for portfolio profiling, exposure management, management reporting and stress testing(where applicable)
- Responsible for team's monitoring accounts for margin compliance and follow up on accounts in collateral shortfall or limit excess
- Implementing robust credit monitoring procedures and controls to identify, assess and address credit-related issues proactively
- Driving continuous process improvements to enhance the efficiency and effectiveness of credit monitoring activities
- Collaborating with relationship managers, credit risk managers, product specialists and other stakeholders to provide credit monitoring process recommendations (where required)
- Liaising with systems owners to develop and improve the systems required for risk monitoring and generation of MIS data (where applicable).
- Fostering a positive team culture and providing mentorship to develop the skills and capabilities of team members
- University graduate in Finance, Accountancy, Banking or other related disciplines. Possession of professional qualifications an added advantage.
- Minimum 10 years of relevant experience, in credit control and monitoring, preferably related to Private Banking credit.
- Strong people management skills, ability to lead the team by coaching, guiding and motivating team members
- Strong knowledge in banking practices for Private Banking &/or Consumer Banking products.
- Strong analytical and problem-solving skill and possess creative mindset for continuous improvement on credit monitoring.
- Strong understanding of credit operation with hands-on experience in credit risk monitoring processes for Private Banking clients and products.
- Good stakeholder management, interpersonal and communication skills.
- Good command of written and spoken English and Chinese.
- Proficiency in MS Word, Excel and PowerPoint.
- Knowledge and experience on programming language (e.g. VBA/Python) or Avaloq system would be an advantage.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
We regret only shortlisted candidates will be notified
-
Wealth Management Professional Lead
57 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAbout the RoleWe are seeking a Wealth Management Professional Lead to join our team at Goldman Sachs. In this role, you will be responsible for analyzing and monitoring client portfolios, identifying opportunities for growth and providing recommendations for optimization.Develop and implement comprehensive portfolio strategies, leveraging market insights and...
-
Head of Customer Experience Management
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeOverview:With over 40 years of experience, Howden Private Wealth is proud to be a trusted wealth planning partner to top-tier private banks, family offices, law, and tax advisory firms.Key Responsibilities:Lead the Client Services team to deliver exceptional post-sales experiences.Drive process improvements to increase efficiency and productivity.Develop and...
-
Asset Allocation Specialist
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...
-
Business Analyst
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob DescriptionWe are seeking an experienced Business Analyst to join our Wealth Management team.Responsibilities:Analyze business needs and develop solutions.Communicate with stakeholders and team members.Evaluate project progress and report findings.Maintain accurate project documentation.Requirements:Degree in Business Administration or Information...
-
Hedge Fund Research and Investment Analyst
14 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementAs a leading family office and asset management platform, we prioritize building strong, long-term relationships with our clients and partners.About Our Services:We offer customized asset management solutions, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Develop...
-
Private Wealth Management Lead
57 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAbout the Opportunity:We are looking for a seasoned private banker to join our team in Hong Kong and manage high-net-worth clients.The successful candidate will have a proven track record of success in private banking, including leadership experience, AUM expertise, and a focus on delivering exceptional client service.Key Responsibilities:Lead a team of...
-
Fund of Hedge Funds Portfolio Manager
22 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...
-
Wealth Management Operations Lead
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full timeOperations Manager, Wealth ManagementApply for a challenging role as an Operations Manager in our Wealth Management team. This is an excellent opportunity to work with experienced professionals and contribute to the success of our organization.About the RoleAssist supervisors to monitor internal operations procedures to ensure compliance with company...
-
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...
-
Wealth Proposition Strategist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timeJob OverviewWe are seeking a highly skilled and experienced individual to spearhead the development of our wealth proposition, focusing on affluent and high net worth customers. The successful candidate will lead the formulation of our wealth strategy, establishing a team to execute this plan in key markets.Key ResponsibilitiesWealth Strategy Formulation:...
-
Fund of Hedge Funds Analyst
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...
-
Head of Wealth
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
-
Wealth Management Product Manager
3 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time(Senior) Wealth Management Product Manager (Fund) Job No.: 499473 Employment Type: Full time Departments: Personal Digital Banking Product Department Job Functions: Business Development, Strategic Planning, Product Development & Management, Project Management Responsibilities: Responsible for the daily management and maintenance on fund/unit trust...
-
Wealth and Wellness Manager
5 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full timeAbout the Role:We are seeking a highly skilled Wealth and Wellness Manager to join our team in APAC. This role will be responsible for delivering total rewards that reflect our entrepreneurial culture, are market competitive, and support our global growth.The ideal candidate will have 1-3 years of professional experience, preferably in a retail environment....
-
Marketing Professional
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...
-
Wealth Management Trainee
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Full timeJob Summary: As a full-time graduate trainee in wealth management at AIA's private client office in Hong Kong, you will receive comprehensive training in financial and wealth management services. You will cultivate expertise to establish enduring relationships with clients and identify new business opportunities. Your responsibilities will include delivering...
-
Wealth Management Expert
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAbout the RoleWe are seeking a skilled Wealth Management Professional to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support.
-
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Financial Reporting and Analysis - Management Team, Analyst, Hong Kong Hong Kong, Hong Kong Job Description YOUR IMPACT Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? Analysts on the Asia PWM Management Team will gain exposure and access...
-
Director of Post-Sales Operations
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAbout Our Company:Howden Private Wealth is a leading independent insurance broker, specialising in procuring insurance products for UHNW individuals globally.Job Description:Oversee the post-sales process to ensure seamless client experiences.IDentify areas for process improvement and implement changes.Support Client Services Managers to maximise their...
-
Strategic Wealth Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob OverviewCICC, a leading financial institution, is seeking an experienced Strategic Wealth Consultant to join our team.About the RoleWe are looking for a seasoned professional with a strong background in wealth management and a passion for delivering exceptional client service. As a Strategic Wealth Consultant, you will be responsible for developing and...