Private Banking Investment Assistant

Responsibilities 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...

A 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...

Investment Counsellor Assistant, Asian Private Bank Job Description: Responsibilities: Support Investment Consultants in market trend analysis and investment proposal preparation. Execute orders across various asset classes, including FX, bonds, equities, ELNs, mutual funds, and alternative investments. Provide comprehensive assistance to Investment...

A leading Private Bank in Hong Kong is searching for an experienced Investment Counsellor to provide expert financial advice to high-net-worth individuals. You will collaborate closely with Relationship Managers to enhance client relationships and deliver tailored investment strategies across various asset classes. Ideal candidates should possess at least 4...

Private Banking Assistant (2-month Contract) – Investment Bank Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients Involved in executing clients’ instructions, performing account opening, preparing and collecting necessary documentation Proactively monitor...

Investment Officer, Loan Syndication 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 111 approved members worldwide. We are capitalized at...

Senior Investment Officer, Loan Syndication 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 111 approved members worldwide. We are...

Responsibilities 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...

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...

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...