Executive, Wealth Account Management, Operations
3 weeks ago
DBS Bank (Hong Kong) Limited seeks to deliver operational excellence in Group Technology and Operations. As a key member of our team, you will play a pivotal role in ensuring the seamless management of wealth accounts.
Key Responsibilities:
- Support the onboarding and daily processing of wealth accounts
- Verify account opening documentation and system data input for wealth account opening
- Update account profiles according to customer instructions in compliance with bank guidelines
- Contribute to process improvements in response to changing operating and regulatory environments
- Participate in system enhancements and development projects
- Assist in audit, regulatory review, FATCA and CRS reporting, etc.
- Respond promptly to customer enquiries and provide effective solutions
- Ensure adherence to stipulated policies and procedures
- University degree with a minimum of one year of relevant experience in the banking and finance industry
- Excellent attention to detail
- Good analytical, problem-solving, and communication skills
- Strong understanding of IT systems and operational banking processes
- Ability to improve processes, coordinate multiple tasks, and demonstrate strong teamwork
- Proficiency in English and Chinese, with Putonghua an added advantage
We offer a competitive salary and benefits package, as well as opportunities for professional development and recognition of achievements.
-
Wealth Management Team Head
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...
-
High-Performance Wealth Management Executive
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeBrookfield Asset Management, Inc. is a global leader in alternative asset management with a rich history of delivering exceptional returns for clients.About the RoleWe are seeking an experienced Vice President to join our team in Hong Kong and drive wealth management sales across Greater China, including Hong Kong, Taiwan, and China. This role will focus on...
-
Business Executive
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeLeadership Opportunity in Wealth ManagementHang Seng Bank is committed to service excellence and seeking high-calibre talent to lead our branch network. As a Business Executive - Wealth Management Leadership, you will be responsible for leading, developing, and managing a B3 branch to ensure achievement of business objectives.Key ResponsibilitiesLead and...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeAbout the RoleWe are seeking an experienced Senior Account Onboarding Specialist to join our Wealth Management Operations team in Hong Kong. The successful candidate will play a key role in ensuring seamless account onboarding experiences for our clients.Key Responsibilities:Support the onboarding of wealth accounts and facilitate daily processing...
-
Senior Financial Operations Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeOverviewFargo Wealth Group Limited seeks a highly skilled Senior Financial Operations Manager to join our team. This role is responsible for ensuring the smooth operation of our financial activities, preparing financial statements, and maintaining compliance with relevant standards.SalaryThe estimated annual salary for this position is between HKD 720,000 -...
-
Wealth Management Operations Officer
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob Summary As an Officer, Account Onboarding, Wealth Management Operations at DBS Bank (Hong Kong) Limited, you will play a crucial role in supporting the Wealth account onboarding and daily processing. Your responsibilities will include reviewing account opening documentation, verifying system data input, and updating account profiles per customer...
-
Client Onboarding Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeOverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...
-
IT Operations Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeAbout Fargo Wealth Group LimitedFargo Wealth Group Limited is a leading financial institution seeking an experienced IT Operations Manager to oversee the implementation and optimization of its IT management system. The ideal candidate will possess a strong background in IT operations, network communication, server management, and information system...
-
Wealth Management Executive
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada> Full timeJob OverviewWe are seeking an experienced Wealth Management Executive to lead our relationship management team in Hong Kong. As a key member of our team, you will be responsible for building and maintaining long-term client relationships, providing expert advice on wealth management solutions, and driving business growth.Key ResponsibilitiesClient...
-
Senior Wealth Management Executive
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeDeutsche Bank is committed to providing a stimulating work environment that fosters employee growth and well-being.Competitive SalaryWe offer a competitive salary, with an estimated annual compensation ranging from $120,000 to over $200,000, depending on experience and qualifications.About the RoleThe Private Bank at Deutsche Bank is seeking a skilled and...
-
Business Analyst
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Business Analyst to join our Wealth Management Operations team in Hong Kong.About the RoleThis is an exciting opportunity to work with our client onboarding team, supporting daily processing, including account opening and static data maintenance. You will also be responsible for handling new business requests,...
-
Strategic Asset Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeCompany OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a 100+ year history of owning and operating real assets and related businesses.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments.Together,...
-
Senior Client Onboarding Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob SummaryAs a Senior Associate/ Associate, Account Onboarding, Wealth Management Operations, you will play a key role in supporting the daily processing of client onboarding, including account opening and static data maintenance. You will work closely with the COO Office to update operation procedures and policies, and be responsible for delivering...
-
Insurance Solutions Executive
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob Description for Insurance Solutions ExecutiveFargo Wealth Group Limited seeks a highly skilled Insurance Solutions Executive to develop and execute comprehensive insurance solutions across various client segments and channels. Key Responsibilities:Insurance Solutions Development: Create and implement innovative insurance solutions to meet the diverse...
-
Investment Portfolio Analyst, Wealth Management
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full timeAbout the RoleWe are seeking an experienced Investment Portfolio Analyst to join our Wealth Management team in Hong Kong. As an integral member of our team, you will be responsible for supporting and strengthening our relationships with intermediary clients.ResponsibilitiesYou will work closely with other members of the team on a portfolio of wealth and...
-
Senior Wealth Management Executive
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeCompany Overview">Kings Deux Search & Consulting, a bespoke executive search firm, specializes in talent solutions for financial services and commerce. Our commitment extends beyond finding the right opportunity to leaving a lasting legacy.Follow us for updates on exceptional clients we represent and industry news. Stay up-to-date on career consultation...
-
Executive Private Wealth Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeEnhance Your Career with Hang Seng BankHang Seng is committed to delivering exceptional service excellence, and our team members are our most valuable assets. We strive to attract top talent by offering a dynamic working environment, opportunities for growth and development, and competitive remuneration packages.A Unique Opportunity in Private Banking and...