Multiple Assistant Relationship Managers

3 days ago

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

Multiple Assistant Relationship Managers (AM to AVP level) Supporting Senior Level of Private Bankers Multi-asset classes of products exposures Our Client Representing multiple International Private Banks in searching for seasoned and trilingual candidates to join their front office Greater China and Hong Kong Markets as ARM/Senior ARM. Job Duties Assisting Private Banker(s) to provide high-quality services to high-net-worth clients from Hong Kong/China/Taiwan markets Performing suitability checking, pre-deal checking /order placing, pricing quotation Conducting new client onboarding and regular periodic review for the affluent professional investors Handling clients’ enquiries and monitoring the credit and collateral position Preparing client meeting and presentation materials Participating in ad hoc regional and local projects Requirements Degree holder with at least 5 years of relevant sales support experience acquired from International Private Banks, Global Markets or Wealth Management Groups Sound capital market and investment knowledge Well familiar with trade flow from front to back office Fluently written and spoken English and Mandarin Proven organization skills with strong attention to details Excellent interpersonal and communication skills With valid HKSI Paper 1, 7 and 8 or equivalent 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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