Discretionary Mandate Client Portfolio Dir/ED, Global Private Bank
2 days ago
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 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 Active participation to formulate portfolio recommendation & communication to promote mandates solutions to bankers, Investment counselors and investors Requirements CFA / Well-qualified graduate/Degree holder with 12years+/- cross-asset classes ofinvestment advisory and portfolio management experience Solid experience is a definite advantage Highly seasoned investment presentation skills Good understanding of asset allocation/investment management Proficient in Excel and VBA Trilingual candidate proficient in English, Mandarin and Cantonese 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 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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Discretionary Mandates Investment Advisor
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary Mandates Investment Advisor Promising Career, Worklife Balance & Sign-On Bonus Our Client Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor. Job Duties Assume the role as Discretionary Portfolio Product Specialist in North Asia region...
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Discretionary Portfolio Management
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary 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...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob 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...
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hong kong, Hong Kong SAR China CFA Institute Full timeBusiness 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...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading wealth management firm in Hong Kong is seeking a Discretionary Mandate Client Portfolio Director to enhance portfolio strategies and client relationships. The ideal candidate will have over 12 years of cross-asset investment advisory experience, exceptional presentation skills, and be trilingual in English, Mandarin, and Cantonese. You will engage...
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SVP of Private Banking Portfolio Management
2 weeks ago
Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness 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...
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Discretionary Portfolio
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA 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...
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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 timeStable and well‑known platform All‑rounded COB/KYC involvement Friendly team with great exposures Our Client We are representing our strong global presence Banking clients in searching for seasoned and young talent in their Hong Kong KYC and Client Onboarding Team. Job Duties Carrying out the professional review and approval of KYC client profiles along...
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Discretionary Portfolio Specialist
2 days ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA reputable international private bank is seeking a Discretionary Mandates Investment Advisor to drive investment strategy and portfolio growth. The ideal candidate will be a CFA or degree holder with at least 7 years of cross-asset investment advisory experience. Responsibilities include collaborating with fund managers, executing timely trades, and...
