Private Bank Assistant
4 days ago
Private Bank Assistant (ARM) from Global Private Bank, Multiple Vacancies A reputable Global Private Bank is looking for a high-caliber Assistant (multiple vacancies) to support the Private Banker and provide extra-ordinary customer service to High-net-worth clients. Responsibilities Provide all-rounded support to Private Banking Relationship Manager Perform trade execution for HNW clients, from receiving investment instructions from clients, products not limited to Equities, Bonds, FX, Structure Products, ELN, Accumulator/Decumulator, Mutual Funds etc Prepare marketing materials and quotas, trade execution, credit proposals, investment and deposit transactions Manage and follow up on new account opening and closure documentation to ensure full compliance to the requirement before passing the documents Attend to general client queries; liaise with internal and external parties to fulfill client requests and administrative follow-up Prepare ad-hoc and regular internal reports for senior management Fully comply with regulatory requirement and bank policies and guidelines, and conduct business in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity Requirements Degree holder or above with major in Finance or related discipline Holder HKSI license Paper 1, 7 & 8 and IIQE Paper I & III At least 5 years of solid working experience in private banking, solid experience in Greater China, HK and Taiwan Markets are highly preferred Solid experience in supporting Private Bank Relationship Manager is MUST Familiar with investment products in private banking field Strong interpersonal skills and communicating effectively Stable working history is MUST Fluent to Native in Mandarin and English are highly preferred #J-18808-Ljbffr
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Head of Sales, Private Banking
4 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Private Banking Sales Leader
4 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeA prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...
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hong kong, Hong Kong SAR China DBS Bank Full timeOverview Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking – DBS Bank Join to apply for the Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking role at DBS Bank. Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements...
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Relationship Manager Assistant
5 hours ago
Hong Kong Island, Hong Kong SAR China China CITIC Bank International Limited Full timeRelationship Manager Assistant (Private Banking / CITICdiamond) Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs. Assist the administrative work for customers...
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AML/KYC Compliance Specialist — Private Banking
2 weeks ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeA leading private bank in Hong Kong is seeking a highly skilled FCC Compliance Specialist. This role involves managing regulatory obligations and ensuring strict compliance with KYC documentation. Candidates should have 3-5 years of experience in client onboarding, strong AML/KYC knowledge, and excellent analytical skills. Join a dynamic team that values...
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Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading banking institution in Hong Kong is seeking an Assistant Client Service Manager for Private Banking and Trust Services. This role involves providing comprehensive client support, assisting Relationship Managers in various banking transactions, and maintaining high-net-worth client relationships. Candidates should have a degree in a related field,...
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hong kong, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading financial institution in Hong Kong is seeking an Assistant Business Implementation Manager for its Private Banking and Trust Services. The role involves developing and implementing investment initiatives, enhancing customer experiences, and collaborating with various business units. Candidates should possess a degree in Business or Economics, with...
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Assistant Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeAssistant Relationship Manager - Private Banking You will be part of a leading private bank with a strong brand and network around the world. They are currently looking for an Assistant Relationship Manager to join their growing team to drive the private banking sector. Key Responsibilities Act as a trusted partner to the Relationship Manager to assist with...
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hong kong, Hong Kong SAR China Bank of Singapore Full timeA leading financial institution in Hong Kong is looking for an Assistant Relationship Manager to work closely with experienced private bankers. This position involves maintaining compliance with regulatory guidelines, responding to client inquiries, and preparing account review materials. The ideal candidate will have 3-8 years of experience in client...
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Private Wealth Advisor
2 days ago
hong kong, Hong Kong SAR China Hang Seng Bank Full timePrivate Wealth Advisor - Private Banking and Trust Services - Hang Seng Bank (HK) Join to apply for the Private Wealth Advisor - Private Banking and Trust Services role at Hang Seng Bank. Private Banking and Trust Services – Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their...
