Client Services Assistant Manager/Manager, Asian-Based Family Office

3 days ago


Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full time

Client Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales assistant, operations & regulatory support Friendly working environment Our Client Representing our Asian-based family office and SFC-regulated entity, with offices located in Hong Kong, Taiwan and SE Asia, to search for a trilingual client services Assistant Manager /Manager Job Duties Most Sustainable International Private Bank Expansion Transaction Monitoring/STR Headcounts Regional FCC/AML Compliance Dept Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations Resolving daily enquiries from affluent professional investors Participating in ad hoc regional and local projects 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 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 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 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 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 Requirements Degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets or Wealth Management Groups Sound investment fund products knowledge Well familiar with operations flow from front to back office Fluently written and spoken English and Mandarin Proven organisation skills with strong attention to detail Excellent interpersonal and communication skills With valid HKSI Paper 1, 7 and 8 or equivalent Account Documentation & Static Data Management Worklife Balance & Friendly int’l Team #J-18808-Ljbffr


  • Family Trust

    5 days ago


    Hong Kong Island, Hong Kong SAR China Le Guardien Family Office Limited Full time

    A leading family office in Hong Kong is looking for an experienced Family Trust and Art Relationship Manager. The successful candidate will manage client relationships and provide professional advice on trust planning and art management. You will assist clients in developing strategies to safeguard and grow their wealth, coordinate art acquisitions, and...


  • Hong Kong Island, Hong Kong SAR China RFO Raffles Family Office Full time

    Discover New Possibilities at Raffles Family Office Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family...


  • Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior HR Officer, Performance & Reward The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing infrastructure for tomorrow in Asia and beyond. It is founded on sustainability at its core. Since beginning operations in Beijing in 2016, AIIB has grown to 111 approved members worldwide, is capitalised at...


  • Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Investment Management Officer - Asian Infrastructure Investment Bank Investment Officer, Transport. The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing infrastructure for tomorrow in Asia and beyond, with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 111...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    (Senior) Ombuds Services Officer 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...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Investment Officer, Transport 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 USD100...


  • Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Portfolio Officer – Middle Office The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing infrastructure for tomorrow in Asia and beyond, with sustainability at its core. Operated since 2016, AIIB is capitalized at USD 100 billion and AAA‑rated by major international credit rating agencies. AIIB...


  • Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    (Senior) Ombuds Services Officer 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...

  • Investment Officer

    6 days ago


    Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Investment Officer - Transport 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 capitalized at USD100...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Manager, Financial Institutions 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 USD100...