Client Documentation Officer, European Private Bank
2 days ago
International & friendly banking environment 5 Days Work Week & Good Hours Our Client Job Duties Responsible for clients’ account documentation and maintenance according to the regulatory requirements Manage clients’ static data and account opening services to facilitate the completeness of client on-boarding & review processes Participate in any ad hoc regulatory and streamlining projects Requirements Diploma holder with relevant 2years+ of related clients’ documentation and data maintenance experience earned from financial institutions With basic understanding of client onboarding and due diligence knowledge Good command of both written and verbal in English and Chinese 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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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeBenefits Westernized and friendly working environment Stable and well-established platform Good exposures on all rounded account opening processes Our Client Representing our top tier European Private banking group with AUM over USD 450 billion and over 600 employees in Hong Kong North Asia Branch to search for Account Openings young talent for the Middle...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeGreat Exposures to Client Onboarding Client Service & Administrative Experience International Private Banking Platform Our Client Representing our top-tier European Private banking group with AUM over USD 450 billion and over 600 employees in the Hong Kong North Asia Branch to search for young talent for the Client onboarding Department. Job Duties Conduct...
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Client Onboarding Assistant Manager
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeClient Onboarding Assistant Manager / Manager, European Private Banking Groups Stable and well-known platform All rounded COB/KYC involvement Friendly team with great exposures Our Client Representing our strong global presences Private Banking client in searching for seasoned and young talent in their Hong Kong KYC and Client Onboarding Team....
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeTop Ranking International Private Bank Contract/Perm Client Documentation & CDD Support Our Client Representing Global Private Bank with Aa2 Credit Rating to search for experienced Client Account Documentation to be part of the regional team and transformation project! Job Duties As part of the Client Account Documentation team holding full accountability...
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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 Projob21.com Ltd. Full timeGreat Exposures to Client Onboarding Client Service & Administrative Experience International Private Banking Platform Our Client Representing our top tier European Private banking group with AUM over USD 450 billion and over 600 employees in Hong Kong North Asia Branch to search for Name Screening young talent for the Client onboarding Department. Job...
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Private Bank Operations
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timePrivate Bank Operations & Account Documentation Officer Our Client Appointed by international private bank to search for Data and Documentation Associate to be part of the North Asia Operations Job Duties Responsible for account documentation check and clients’ data maintenance Ensure completeness of document in accordance to regulatory requirements...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeClient Services Officer/Customer Services Officer - Wealth Management / Private Banking / Securities Our client is a European Private Banking/Wealth Management Securities. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China...
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Private Banking Client Services Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA European Private Banking firm in Hong Kong is seeking a Client Services Officer/Customer Services Officer for their Wealth Management division. You will assist the Relationship Manager in supporting clients, providing market updates, and executing various investment trades. The ideal candidate has a degree in banking or finance, at least 2 years of...
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Account Executive, Art
2 days ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
