Private Banking Portfolio Analytics Specialist

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...

Discretionary Portfolio Management & Product Specialist, Global Private Bank Diversified Financial Markets & Portfolio Mgmt Dynamic UHNW & Family Office Clients Exposure Our Client Our European Private banking client is looking for a well qualified talented individual to take responsibility for supporting the growth of our discretionary Portfolio Management...

Job Description - SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking BW) SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking - ( BW ) 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...

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...

A 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...

The Wealth Management Portfolio Analysis Group (PAG) within J.P. Morgan Asset & Wealth Management is responsible for performance measurement and portfolio analytics for Private Bank clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors and...

A leading private banking institution in Hong Kong is seeking a Discretionary Portfolio Management & Product Specialist. The successful candidate will manage client portfolios, create marketing materials, and coordinate the promotion of products across Asia. With a focus on client communication and investment strategies, this role requires strong experience...

Discretionary Mandate Client Portfolio Dir/ED, Global Private Bank Profound Institutional Clients and Family Office Exposure Our Client Representing the most admired wealth management and private banking group to search for well qualified Mandate Advisor to be part of the Regional Portfolio Management Team! Job Duties Contribute to the growth, penetration...