AVP, Assistant Relationship Manager, Equity Sales
2 weeks ago
The Role AVP, Assistant Relationship Manager, Equity Sales & Derivatives Key Accountabilities Assist sales personnel in placing orders & following up on post-order matters; Perform KYC and AML check on customer account documentation to ensure compliance with rules and regulations; Administer on-going KYC review maintenance of account documentation, transaction review, and other account servicing functions; Provide support to the team and carry out other ad-hoc tasks as assigned. Skills & Experience Degree holder with relevant experience is a plus; At least 3 years experiences on wealth management and equity sales; Candidates with over 2 years of full time working experience in Hong Kong or overseas is considered as an advantage; Excellent problem solving and decision making skill; Proficient in MS Office application; Detailed-minded with positive working attitude; Excellent interpersonal and communication skill. Other Information Please apply in strict confidence with full resume, academic record, current and expected salaries; The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months; Candidates with Enhanced Competency Framework (ECF): please state on the CV. About BOCI As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited (“BOCI”), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career for supporting our group.
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Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeAVP, Assistant Relationship Manager, Equity Sales & Derivatives AVP, Assistant Relationship Manager, Equity Sales & Derivatives Key Accountabilities Assist sales personnel in placing orders & following up on post‑order matters; Perform KYC and AML check on customer account documentation to ensure compliance with rules and regulations; Administer ongoing...
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AVP/VP Relationship Manager — Equity Sales
4 days ago
hong kong, Hong Kong SAR China CFA Institute Full timeA financial services company is seeking an AVP/VP, Relationship Manager specializing in Equity Sales & Derivatives in Hong Kong. This role requires developing high-net-worth clients, providing personalized wealth management solutions, and selling various financial products. Ideal candidates will have 4-6 years of relevant experience, strong sales and...
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AVP/VP, Equity Sales
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeA leading investment bank in Asia is seeking an AVP/VP, Relationship Manager, for Equity Sales & Derivatives in Hong Kong. The role involves developing high-net-worth clients and providing expert wealth management advice. Ideal candidates will have 4-6 years of experience in wealth management, a solid understanding of relevant financial products, and strong...
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AVP/VP, Relationship Manager, Equity Sales
4 days ago
hong kong, Hong Kong SAR China CFA Institute Full timeThe Role AVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products,...
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AVP/VP, Relationship Manager, Equity Sales
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeAVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products, funds, and...
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AVP/VP, Relationship Manager, Equity Sales
2 weeks ago
Hong Kong, Hong Kong SAR China BOC International Full timeThe Role AVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products,...
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AVP | Equity Derivatives Dealer
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeA leading investment bank is seeking an Associate/AVP in Equity Sales & Derivatives to process trade orders and ensure smooth daily operations. Ideal candidates have over 5 years of relevant experience and knowledge in trading regulations. Responsibilities include managing trade orders, operating trading systems, and undertaking ad hoc projects. This role...
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Associate/AVP, Dealer, Equity Sales
2 weeks ago
Hong Kong Island, Hong Kong SAR China BOCI Full timeAssociate/AVP, Dealer, Equity Sales & Derivatives Join to apply for the Associate/AVP, Dealer, Equity Sales & Derivatives role at BOCI . Processing trade orders in local and global equities; Responsible for daily dealing operation; Operate and monitor various trading systems; Perform ad hoc projects assigned. Skills & Experience Experience in ET Trade Speed...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in the region is seeking an AVP, Assistant Relationship Manager for Private Banking in Hong Kong. The role involves supporting Relationship Managers with high-net-worth clients, ensuring customer satisfaction, and building long-term customer relationships. Candidates need at least 3 years of private banking experience, a degree in a related...
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Impactful Assistant RM, Equity Sales
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeA leading investment bank in Hong Kong is seeking an experienced Assistant Relationship Manager for Equity Sales & Derivatives. The role involves assisting sales personnel, performing KYC and AML checks, and maintaining account documentation. Candidates should have a degree with at least 3 years of experience in wealth management. Strong problem-solving and...
