Front Office Sales Support Business Manager, Private Bank
1 day ago
Front Office Sales Support Business Manager, Private Bank Sales Support Leader & Business Management Our Client Recognized as one of the most established wealth management private banks in Asia with a rich history of over 60 years+; hiring over 400 experienced bankers globally; offering comprehensive cross asset classes, portfolio management and estate planning solutions to UHNW & family offices. Job Duties Report to Head of Business Management to ensure the smooth operations of daily business activities Manage a team of Client Service Associate and Sales Support from hiring, coaching and mentoring to ensure the daily business activities fulfill the regulatory & corporate governance Oversight the performance of sales support Serve as the escalation points for functional business units such as Legal and Compliance, Risk and Operations to report CSM’s conduct issues and exceptions Active participation in regional projects from automating workflow/system enhancement, implementing control procedures to cater for business & regulatory risk initiatives Requirements Graduate with 10 years+/- relevant client service management, business management, front office risk control earned from int’l private bank Strategic minded with proven people management capability along with good problem Profound understanding towards wealth management business and HKMA regulatory requirements Strong interpersonal & influencing skills to effectively work with people Account Documentation & Static Data Management Worklife Balance & Friendly int’l Team Job Duties Responsible for account documentation check and clients’ data maintenance Ensure completeness of document in accordance to regulatory requirements Provide back office private banking operations support that called for liaison with front office and KYC teams Handle general inquiries from internal and external customers in relation to clients account information Global Banking with Comprehensive Bank Benefits Excellent Worklife Balance & Job Security Job Duties Reporting to Regional Head of Dealing & partner with a professional team of cross asset classes of investment advisors Accountable for timely trade execution of equities and structured products by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region Facilitate regional and global new business/products and regulatory related initiatives Global Private Bank with 850 Employees+ in APAC Regional Business Mgmt to APAC Governance Job Duties Report to the Regional Head of Governance Accountable for timely preparation of management reports and analysis Responsible for coordinating regional governance & risk management committee meetings and agenda Profound Institutional Clients and Family Office Exposure Job Duties Contribute to the growth, penetration and marketing of mandates & discretionary portfolios Assume the mandate specialist to attend clients’ pitch and advise them on strategic investment & asset allocation by working closely with fund managers and private bankers As part of the Regional CIO committee to shape investment strategies & portfolio position across APAC Most Sustainable International Private Bank Expansion Transaction Monitoring/STR Headcounts Regional FCC/AML Compliance Dept Job Duties As part of the Regional FCC function, the successful job holder will be accountable for Report to Head of FCC and partner with a small professional team of 3 Transaction Monitoring, STR & Continuous Enhancement of AML Procedures and System/Tools Review Investigation of trigger events/alerts to ensure the fulfilment of regulatory/corporate governance #J-18808-Ljbffr
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Private Bank Front Office Sales
1 day ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading wealth management private bank in Hong Kong is looking for a Front Office Sales Support Business Manager. You will lead a team, ensuring regulatory compliance and excellent client service. The role demands over ten years of experience in private banking and wealth management, alongside a strong understanding of HKMA regulations. This position...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeFront office Business Support and Project Manager (Associate/ Snr), European Private Bank Great chance to participate in project management Stable environment with good work life balance Our Client Representing multiple European Private Banks to search for seasoned and trilingual candidates to join their front office Greater China and Hong Kong Markets as...
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Hong Kong Island, Hong Kong SAR China GS Consultants Limited Full timeA European private bank is seeking a Private Banking Support Manager in Hong Kong to join their team. The successful candidate will support preventive controls in the private banking front office, coordinate training and meetings, and prepare management reports. A university degree and at least three years of relevant experience are required. Excellent...
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Head of Sales, Private Banking
3 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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Senior Front Office PM
1 day ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA European Private Bank is looking for a Front Office Business Support and Project Manager to enhance their operational efficiency and contribute to project management. Candidates should possess a degree, 4+ years in sales support from Private Banks, and be fluent in English and Mandarin. Responsibilities include assisting bankers, coordinating governance...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeContract Business Support Officer, Global Private Bank E ntry level for a Top-Tied Private Banking Group Great learning opportunity Fast-paced working environment Our Client Job Duties Acting as the coordinator for the Business Management to oversight daily business activities Disseminating value-added information by working in close partnership with the...
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SVP of Private Banking Portfolio Management
2 weeks ago
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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Sales Manager
1 day ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeFunctional Responsibilities and Job Description To support and assist the business head of North Asia region & all other market heads/deskheads in achieving GPB sales targets by identifying key gaps and opportunities in the sales offering / process and to then create platform-wide, scalable initiatives and campaigns to capture these opportunities, including...
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– Private Banking Support Manager
1 day ago
Hong Kong Island, Hong Kong SAR China GS Consultants Limited Full timeOur Client, an European Private Bank is looking for Private Banking Support Manager for their team members Supports preventive controls in the PB front office including review of call reports, pre-trade and transaction voice logs, and other monitoring Co-ordinates orientation and training and meetings for the front office Prepares MI reports Performs other...
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Private Banking Sales Leader
3 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...