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4 private banking jobs found in Hong Kong

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    • permanent
    ResponsibilitiesAssist RM in terms of client opening, checking all document and liaise with CS and Compliance as regard to client’s document;Provide complete service support to client, including placing trades and solving complex clients inquires;Assist RM to receive client’s investment orders by identify client identification, client’s signature, voice log on relevant client’s instructions including money transfer;Provide daily support to RM on documentat
    ResponsibilitiesAssist RM in terms of client opening, checking all document and liaise with CS and Compliance as regard to client’s document;Provide complete service support to client, including placing trades and solving complex clients inquires;Assist RM to receive client’s investment orders by identify client identification, client’s signature, voice log on relevant client’s instructions including money transfer;Provide daily support to RM on documentat
    • permanent
    ResponsibilitiesDevelop and manage a portfolio of private banking clients and acquire new HNW clients;Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management product;Offer suitable wealth management products/services to perform investment portfolio analysis aligning with the customers’ profile, promote and explain the products & their associated risks;Maintain reg
    ResponsibilitiesDevelop and manage a portfolio of private banking clients and acquire new HNW clients;Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management product;Offer suitable wealth management products/services to perform investment portfolio analysis aligning with the customers’ profile, promote and explain the products & their associated risks;Maintain reg
    • permanent
    ResponsibilitiesAssist in the review and approval of product due diligence and product risk ratings;Conduct regular monitoring and reviews of products;Maintain and ensure the completeness of product review documents and records;Develop, maintain, and support policies and procedures related to product due diligence;Generate MIS reports, prepare product management data, and present reports;Support post-transaction reporting for regulatory compliance and inve
    ResponsibilitiesAssist in the review and approval of product due diligence and product risk ratings;Conduct regular monitoring and reviews of products;Maintain and ensure the completeness of product review documents and records;Develop, maintain, and support policies and procedures related to product due diligence;Generate MIS reports, prepare product management data, and present reports;Support post-transaction reporting for regulatory compliance and inve
    • permanent
    • HK$120,000 - HK$140,000 per month, 3 months bonus
    about the job Propose and develop multi-asset fund solutions to grow company’s investment linked and pension businessDraft and present fund product proposal to enhance company’s product range and competitivenessCoordinate internal departments and external parties in relation to development and ongoing management of company’s fund productsCommunicate fund product features to internal agents, external brokers and end-customersLead the development of product
    about the job Propose and develop multi-asset fund solutions to grow company’s investment linked and pension businessDraft and present fund product proposal to enhance company’s product range and competitivenessCoordinate internal departments and external parties in relation to development and ongoing management of company’s fund productsCommunicate fund product features to internal agents, external brokers and end-customersLead the development of product

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