Wealth Management Operations Officer
1 month ago
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 instruction. You will also be responsible for delivering continuous process improvements, engaging in system enhancement and development projects, and assisting in audit, regulatory review, and reporting.
Key Responsibilities:
- Support Wealth account onboarding and daily processing
- Review and verify account opening documentation and system data input
- Update account profiles per customer instruction
- Deliver continuous process improvements
- Engage in system enhancement and development projects
- Assist in audit, regulatory review, and reporting
- University degree with minimum 1 year of relevant experience in the Banking & Finance industry
- Excellent attention to detail
- Good analytical, problem-solving, and communication skills
- Good understanding of IT systems and operational banking processes
- Ability to improve processes, coordinate multiple tasks, and strong teamwork
- Good command of written and spoken English and Chinese
We offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports your development and recognizes your achievements.
-
Wealth Management Team Head
1 month 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...
-
Senior Relationship Manager, Wealth Management
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...
-
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,...
-
IT Operations Manager
4 days 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...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...
-
Client Onboarding Specialist
3 days 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...
-
Client Onboarding Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryWe are seeking a skilled 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 and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...
-
Senior Client Onboarding Specialist
4 weeks 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 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...
-
Strategic Asset Manager
4 days 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,...
-
IT Infrastructure Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeAbout This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...
-
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeAbout Gopher Asset Management 歌斐資產As a leading asset management company in Hong Kong, Gopher Asset Management 歌斐資產 is committed to delivering exceptional wealth management services to high-net-worth clients.We are currently seeking an experienced Strategic Partnerships and Wealth Management Expert to join our team.Job OverviewEstimated...
-
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada> Full timeRoyal Bank of Canada is seeking a skilled Financial Operations Specialist to join its Wealth Management team.Job OverviewThe successful candidate will be responsible for assisting trade processing and portfolio maintenance, ensuring seamless execution of financial transactions. This role requires strong analytical and problem-solving skills, as well as...
-
VP/AVP, Wealth Management Operations Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob SummaryDBS Bank (Hong Kong) Limited is seeking a highly skilled and experienced VP/AVP, Wealth Management Operations to join our team. As a key member of our operations team, you will be responsible for managing structured products and derivatives trade processing, settlement, and life cycle management processing team under Hong Kong Wealth Management...
-
Wealth Management Relationship Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Relationship Professional to join our team at Dah Sing Bank. This role is ideal for individuals who thrive in a fast-paced environment and possess excellent communication skills.Job PurposeThe primary objective of this position is to provide exceptional service to VIP banking customers, catering to...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Noah International 諾亞國際 Full timeKey ResponsibilitiesAs a Client Service Officer in Private Wealth Management, you will provide critical support to Relationship Managers in account opening and maintenance, transaction execution, and client inquiries. Your role will involve preparing business analyst reports, presentation materials, and maintaining client databases.Key Performance...
-
Senior Wealth Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada> Full timeWe are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts,...
-
Business Analyst
4 days 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,...
-
Insurance Solutions Development Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob Title: Insurance Solutions Development ManagerFargo Wealth Group Limited is seeking a highly motivated and experienced Insurance Solutions Development Manager to join our team.Key Responsibilities:Develop and execute insurance solutions across client segments and channels to drive business growth and revenue.Explore new market and business opportunities,...
-
Vice President
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob Title:Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Brookfield Asset Management team in Hong Kong. The successful candidate will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan, and China onshore. The role...