Private Banking Operations Specialist — Securities

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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...

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...

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...

A financial technology firm is seeking a Cyber Security Operations Specialist to design and implement cyber security solutions, manage incident responses, and enhance Threat Intelligence platforms. The suitable candidate will have experience in cyber security technologies, an understanding of the threat landscape, and the ability to work collaboratively with...

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...

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...

Senior Investment Product Specialist - Private Banking and Trust Services Hang Seng's Private Banking offers bespoke services for high-net-worth individuals, providing investment advice, capital solutions, health and personal protection, and trustee services. This role focuses on building close relationships with high-net-worth clients, providing...

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...