Assistant / Deputy Investment Consultant, Private Banking
6 days ago
- 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 banking and customer relationship managers
- University degree in Business Administration or related disciplines
- Minimum of 2 years' experience in private banking
- Strong self-motivation and ability to work independently
- Good knowledge of various wealth management products and regulations
- Strong communication and presentation skills
- Proficiency in both English, Cantonese and Putonghua
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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...
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Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Participate in the product development of funds and alternatives investment products and conduct product due diligence Introduce quality business partners to Private Banking, key tasks include but not limited to fund house evaluation, distribution agreement coordination, and operational flow monitoring. Conduct regular review on...
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Natixis Corporate
6 days ago
hong kong, Hong Kong SAR China Natixis Corporate & Investment Banking Full timeAssistant Vice President, Internal Audit Hong Kong, China Trending Job Description Main Responsibilities: Perform audit missions of designated departments / branches in Asia Pacific Full scope audits of business lines covering: strategy, governance, organization, profitability, front to back processes, compliance, HR, internal controls…...
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Investment Consultant
6 days ago
Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full timeResponsibilities: Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This included tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc)....
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Strategic Financial Support Associate
4 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout UsBank of China (Hong Kong) Limited is a leading financial institution in Hong Kong.Job DescriptionWe are seeking an experienced and highly skilled Assistant / Deputy Investment Consultant, Private Banking to join our team. In this role, you will be responsible for providing strategic financial support to investment consultants.Key...
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Consultant - Private Banking - AML/KYC
6 days 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...
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Private Equity Investment Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Charterhouse Partnership Singapore Full timeAt Charterhouse Partnership Singapore, we are seeking a highly skilled Private Equity Analyst/Associate to join our Asia team. The successful candidate will play a pivotal role in all aspects of new platform investments, add-on investments, divestitures and related financings.Key ResponsibilitiesProcessing new investment opportunities, encompassing market...
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Private Banking Assistant Manager
4 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full timeJob DescriptionThe Assistant Manager needs to manage client relationships and deliver a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.Key Areas of ResponsibilitiesProvide day-to-day assistance to Senior Manager in all aspects of client service and administrative...
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Senior Consultant
6 days 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...
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Senior Private Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionAn exciting opportunity has arisen for a Senior Private Wealth Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our private banking department, you will be responsible for providing exceptional service to high net worth clients and assisting investment consultants in analyzing market trends and preparing...
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Private Banking Relationship Manager
4 days ago
Hong Kong, Hong Kong SAR China Hays Full timeYour new company We are working with multiple banking and securities clients for Private Banking / Wealth Management Relationship Manager. Our clients include top-tier Chinese private banks, mid-scale private banks and EAM. Your new role Establish new business contacts and expand the business portfolio of Private Banking clients Achieve business targets...
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Private Banking Professional Lead
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeCompany Overview:The Bank of China (Hong Kong) Limited is a leading financial institution in Hong Kong, providing a wide range of banking services to individuals and corporate customers. We are committed to delivering exceptional service quality and building long-term relationships with our clients.Job Description:We are seeking a highly skilled and...
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Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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Senior Investment Officer, Project Finance
2 days ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Investment Officer, Project Finance The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond--infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are...
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ARM – Private Banking
6 days ago
Hong Kong, Hong Kong SAR China TalentQuest HR Limited Full timeResponsibilities: To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation. To cover client enquiries, clients’ account transactions monitoring. To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds,...
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Investment Counselor
6 days ago
Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
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Private Banking Relationship Officer
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout Us">The Bank of China (Hong Kong) Limited is one of the largest foreign-controlled banks in Hong Kong.Job DescriptionWe are seeking a seasoned professional to join our team as a Private Banking Relationship Officer. In this role, you will be responsible for providing exceptional customer service to high net worth individuals and families, offering...
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IC - Private Banking
6 days ago
Hong Kong, Hong Kong SAR China TalentQuest HR Limited Full timeResponsibility Provide private banking/ wealth management & investment service to UHNW clients Build and maintain relationship with the portfolio of private banking and wealth management clients Promote PB/ wealth management & investment product(bond, fund, equity, etc.) perform investment analysis & achieve sales target Requirement Degree holder in finance...
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Hong Kong, Hong Kong SAR China Pure Hong Kong Full timeThe Company Our client is a top tier private bank, with strong presences in Asia, with a long history and established compliance team and culture in HK. As a part of their growing HK Compliance Team, they are now looking for a smart, stable and driven compliance professional to specialize in their private banking business. This person will assist the...
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Client Services Manager, Private Banking
6 days ago
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities: Provide all-rounded support to Private Banking Relationship Manager Receive investment instructions from clients and transmit same for accurate and timely execution and at all times ensure high service quality Assist RM or Senior RM to open accounts for clients and to conduct KYC Assist RM or Senior RM to prepare credit applications for...