Client Services Analyst/Senior Analyst, Global Private Banking Group

2 days ago


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

Client Service, Transaction & Payment Support Excellent Job Security and Friendly Team Good Work Life Balance and Benefits Our Client Representing Top ranking European Based Private Banking clients to search for a committed and experienced candidate to join their Hong Kong Client Services team. Job Duties Assume the primary contact point to support front office in resolving clients’ documentation, instruction, payment and operational issues with back office; L&C departments Serve as the key gatekeeper to review/verify the clients’ banking transaction/related documents Assist ad hoc projects and administration work among the team Maintain work‑life balance & friendly international team Requirements 4 years relevant client service and banking transaction & payment related experience earned from int’l wealth management and private banks Diploma holder with good understanding of workflow process from front to back office Strong interpersonal and communication skills Responsible, detail‑minded with positive working attitude 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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