Account Manager/PB Banker

4 months ago


Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full time

岗位职责:
1、负责协助客户进行境外私行账户的资产配置:日常询价、产品交易,监控跟踪投后情况,做好与客户的交互。
2、对资本市场有一定了解,能为客户解释相关专业术语及专业产品情况,做好相应风险控制。
3、维护公司存量客户的基础上,积极主动开发新客户。

任职要求: 
1、本科以上学历,经济、金融、会计等相关专业优先。持牌满足香港证监会要求,公司协助挂牌,申请香港工作签证。
2、具有3年以上投资或私行相关工作经历,熟悉金融产品交易细则,具有一定客户资源的工作者优先。
3、了解资本市场运作,及时跟踪市场动态,关注宏观经济环境、货币政策等,具有一定的市场敏锐度及研究分析能力。
4、细致认真,积极乐观,抗压能力强,思路清晰,具有良好的沟通能力和团队精神。



  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi OverviewAt Citi, we have a rich history of innovation and customer service that spans over 200 years. Our global network provides a wide range of financial services and products to our clients across various industries. We aim to help them achieve their goals by leveraging our expertise and resources.About the RoleWe are currently seeking a highly...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Job DescriptionWe are seeking a highly skilled Personal Banker and Relationship Manager to join our team in Hong Kong. As a key member of our UHNW China Team, you will play a critical role in providing exceptional client service and support to high net worth individuals.About the RoleAs a Personal Banker and Relationship Manager, you will be responsible...

  • Senior Private Banker

    3 months ago


    Hong Kong, Hong Kong SAR China Ateca Consulting Full time

    Private Bankers are required by a leading privately owned banking institution in Hong Kong. This is an unparalleled opportunity for individuals looking to advance their career with a forward-thinking institution that rewards success. Previous successful candidates who have switched to our client have experienced a 20% to 40% uplift on their current package....


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Unlock Your Potential as an Executive Relationship Banker at CitiWe are seeking a seasoned professional to join our team as an Executive Relationship Banker. As a key member of our Private Client Coverage division, you will be responsible for delivering exceptional client experiences and driving business growth through strategic relationship management.About...

  • Associate Banker

    4 months ago


    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Associate Banker

    4 months ago


    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Associate Banker

    4 months ago


    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...


  • Hong Kong, Central and Western District, Hong Kong SAR China PineSearch Consulting Full time

    PineSearch Consulting Seeks Experienced Private BankerWe are seeking a seasoned private banker to join our team at PineSearch Consulting. This role offers the opportunity to work with high net worth individuals and families, providing tailored financial solutions and exceptional service.About the Role:Develop and maintain relationships with clients,...

  • Assistant Manager

    4 days ago


    Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...


  • hong kong, Hong Kong SAR China LCA Solutions Limited Full time

    Multi Family Office - Wealth Manager - Private Banker Are you an existing Private Banker looking for the next logical step in your career? Join our award-winning Multi Family Office Boutique, started in 2010 by passionate veterans of the Private Banking Industry. As we expand our operations, we are looking to add Relationship Managers / Private Bankers to...


  • hong kong, Hong Kong SAR China International Executive Service Corps Full time

    Reporting to a Senior Manager of the Financial Accounting Department, you will primarily be responsible for conducting independent checking and verification to provide assurance that the HKMA returns produced are accurate and comply with applicable laws, regulations and guidelines. You are also responsible for preparation of financial statements for banking...


  • hong kong, Hong Kong SAR China Ateca Consulting Full time

    Private Bankers are required by a private Swiss bank for their office in Hong Kong. This is an unparalleled opportunity for individuals looking to advance their career with a forward-thinking institution that rewards success. Previous successful candidates who have switched to our client have experienced a 20% to 40% uplift on their current package. We are...


  • Hong Kong, Hong Kong SAR China Selby Jennings Full time

    My client is a prestige European private bank with friendly company culture and international footprint. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of...


  • Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...


  • hong kong, Hong Kong SAR China HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 Global Private...


  • hong kong, Hong Kong SAR China PineSearch Consulting Full time

    Director, Private Banker (International Private Bank) Our client is an international private bank. They are now looking for a senior private banker. Key Responsibilities: Develop and maintain a portfolio of HNW/UHNW clients and deepen existing client relationships by providing customized financial solutions. Conduct regular client reviews and assessments to...

  • IC - Private Banking

    3 months ago


    Hong Kong, Hong Kong SAR China TalentQuest HR Limited Full time

    Responsibility 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...

  • Operations Manager

    4 months ago


    Hong Kong, Hong Kong SAR China Strachan Clark Full time

    Duties include: Directly supporting COO in the day to day hedge fund operations including trade bookings, settlements, daily reconciliations, pricing, NAV and P&L production. Ensure the daily operations workflows are implemented and executed in an accurate and timely manner Liaison with both internal (i.e. Investment, Product, Risk, Finance, Compliance)...


  • Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business 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...


  • Hong Kong, Hong Kong SAR China TalentQuest HR Limited Full time

    Responsibilities: 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,...