Private Client Services Specialist

About the RoleWe are seeking an exceptional leader to spearhead our Private Client business in Hong Kong. As a strategic thinker with outstanding leadership skills, you will be responsible for driving the local execution of our global Private Client strategy.Key Responsibilities:Lead and inspire a high-performing team to deliver exceptional client service...

Job SummaryThe Private Banking Specialist will serve as the liaison for clients regarding inquiries and provide team support. You will analyze and monitor client portfolios and assist with other aspects of managing a client relationship.

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. We're a...

ResponsibilitiesManaging the administration and service execution of client accounts and investments; Performing due diligence and onboarding of clients and counterparties; Managing client and counterparty databases; Executing trades, monitoring and reconciliation; Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong...

Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...

We are seeking a Private Wealth Management Specialist to join our team at DL Holdings Group. As a key member of our team, you will be responsible for delivering exceptional private wealth management solutions to our clients.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients to understand their financial needs and goals.Create...

About the Role:We are seeking an experienced and highly skilled Executive to join our team as a Private Banking Service Provider.Key Responsibilities:The successful candidate will provide comprehensive support to our Private Banking Relationship Managers, ensuring seamless execution of client transactions and exceptional service quality.Responsibilities...

Associate, Client Service - Australian Market 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. At Third Bridge, we're a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more. We help those investors...

Job DescriptionThe Regional Private Asset Associate will support the team in executing the business development strategy for the region with a focus on the private market sectors. This includes timely responses to RFPs from clients and nurturing strong relationships with clients and prospects through complex negotiations.Key Responsibilities:Support the team...

Job DescriptionThis role is part of the Client Services team at Standard Chartered Life and Careers.We are seeking a highly skilled and experienced professional to assist Relationship Managers in delivering business results through providing quality information flow, banking, and investments services to clients.The ideal candidate will play a significant...

Private Bankers are required by a leading privately owned banking institution in Hong Kong. This is an unparalleled opportunity for individuals looking to advance their career with a forward-thinking institution that rewards success. Previous successful candidates who have switched to our client have experienced a 20% to 40% uplift on their current package....

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Job Description - VP, Specialist, FX Advisory, Private Banking (2500003E) 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 team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...

iCapital is a leading provider of financial technology solutions for the alternative investment industry. We empower advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With over $184 billion in global client assets invested in 1,471 funds, as of...

Area of interest: Private Banking & Wealth Management The role assists Relationship Managers ("RM") in delivering business results through providing quality information flow plus banking and investments services to clients, and in advising on and executing transactions. He/she plays a significant role in fulfilling and maintaining all necessary internal...

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 team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

ResponsibilitiesBuilding tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other...

About the RoleAs a Financial Services Specialist at Goldman Sachs, you will be responsible for serving as the liaison for clients regarding inquiries and providing team support.Serve as the primary point of contact for clients, addressing their queries and concerns in a timely and professional manner.Analyze and monitor client portfolios, identifying...

About Aon HewittAon Hewitt is a leading human capital consulting firm. We help clients solve their most complex talent and performance challenges.Job Summary:Deliver high-quality client service by supporting Account Managers on consultative services to clients.Build strong relationships with clients and internal stakeholders by communicating effectively and...

About the Opportunity:We are looking for a seasoned private banker to join our team in Hong Kong and manage high-net-worth clients.The successful candidate will have a proven track record of success in private banking, including leadership experience, AUM expertise, and a focus on delivering exceptional client service.Key Responsibilities:Lead a team of...