Private Bank Operations

2 days ago

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

Private 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 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 Support regional ad hoc projects 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 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 Requirements Diploma holder with 4 years+/- banking documentation and account data management experience Detail oriented and positive team player with knowledge of Avaloq is a definite advantage Strong communication skill in English, Mandarin and Cantonese Global Banking with Comprehensive Bank Benefits Excellent Worklife Balance & Job Security Additional Information Most Sustainable International Private Bank Expansion Transaction Monitoring/STR Headcounts Regional FCC/AML Compliance Dept #J-18808-Ljbffr

  • Manager, Private Banking Operations

    5 hours ago

    Hong Kong Island, Hong Kong SAR China Operations Full time

    Responsibilities Study & process corporate actions and monitor the lifecycle of events within pre-defined cutoff time and timely escalation for irregular cases detected Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, structured products and derivatives); (2) deposit and remittance...

  • Private Banking Operations Leader: Settlements

    5 hours ago

    Hong Kong Island, Hong Kong SAR China Operations Full time

    A financial services company in Hong Kong is seeking an experienced professional to manage corporate actions processing within Private Banking. Responsibilities include executing full settlement cycles for products such as equities and bonds, and participating in workflow enhancements to reduce operational risks. Candidates should have at least 3 years of...

  • Head of Sales, Private Banking

    4 days ago

    Hong Kong Island, Hong Kong SAR China Private Banking Full time

    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...

  • Private Banking Sales Leader

    4 days ago

    Hong Kong Island, Hong Kong SAR China Private Banking Full time

    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...

  • AML/KYC Compliance Specialist — Private Banking

    2 weeks ago

    Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time

    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...

  • Head of Private Banking Product

    4 days ago

    hong kong, Hong Kong SAR China Chong Hing Bank Ltd Full time

    A well-known commercial bank in Hong Kong is seeking a VP for Product Development and Operation Team Head to innovate and manage private banking products. The ideal candidate should have a university degree in Business, strong management skills, and a minimum of 5 years of experience in product development. Fluency in English, Chinese, and Mandarin is...

  • Private Banking Operations Specialist — Securities

    5 hours ago

    Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full time

    A leading banking institution in Hong Kong is seeking a dedicated professional for Private Banking operations. You will perform various banking transactions, handle client orders, and support daily operations. The ideal candidate holds a Bachelor's degree and has 3-5 years of relevant experience, proficient in both English and Chinese. If you are a proactive...

  • Platform Risk

    5 hours ago

    hong kong, Hong Kong SAR China Bank of China (Hong Kong) Limited Full time

    A leading private bank in Hong Kong is seeking an experienced professional to support daily operations and enhance system compliance within its Private Banking department. The ideal candidate will hold a degree in Business and have 5-8 years of relevant experience, demonstrating strong analytical and communication skills. Proficiency in English and Chinese,...

  • Platform Manager, Private Banking

    1 week ago

    Hong Kong Island, Hong Kong SAR China Bank of China (Hong Kong) Full time

    Responsibilities Support the team to perform daily monitoring on Private Banking business platform operations and processes for operation efficiency through continuous work improvement and risk mitigation. Support in implementing monitoring procedures to ensure front line sales operate in accordance with trade policies and compliance regulations. Support the...

  • Business Development Manager, Private Banking

    5 hours ago

    hong kong, Hong Kong SAR China AMINA Bank Full time

    Business Development Manager, Private Banking Join to apply for the Business Development Manager, Private Banking role at AMINA Bank At a Glance: The Story Behind AMINA Founded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The...