- To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation.
- To cover client enquiries, clients' account transactions monitoring.
- To cover a range of banking and investment transactions including but not limit to equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments etc...
- Serve as customers' key contact person, monitoring customer's instructions, fund payment, and loans disbursement instructions
- Degree holder or above in any disciplines.
- 8+ years of relevant working experience in PB
- Strong knowledge in private banking products and services, operational procedures and systems
- Excellent communication and interpersonal skills
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Synpulse Hong Kong, 香港 全职We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial servi ...
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Synpulse Schweiz AG Hong Kong, 香港We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial servi ...
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Eagle Partners (International) Company Limited Hong Kong, 香港 全职Responsibilities: · Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections. · Identify customers' needs and provide customized solutions on a comprehensive range of private banking, invest ...
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Be Myjob Company Limited Hong Kong, 香港 全职Responsibilities · Provide a "Wealth Management" solutions / advice to High Net Worth Individual · Find, Attract and Win new clients · Nurture and Retain existing clients and entice former clients back into the Bank · Continuously develop relationships with a portfolio of cli ...
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Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
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EFG International Hong Kong, 香港Main Duties & Responsibilities · HoPBS is responsible for the First Line of Defense ("FLoD") to ensure an effective, risk-controlled and regulatory compliant operating environment in place for the PB function based in HK and provides the assistance to the PBCOO in enhancing and ...
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Dah Sing Bank Hong Kong, 香港Reporting to Deputy Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank. · Job Responsibilities : · Origin ...
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Pure Hong Kong Hong Kong, 香港 全职The Company · Our client is a top tier private bank, with strong presences in Asia, with a long history and established compliance team and culture in HK. As a part of their growing HK Compliance Team, they are now looking for a smart, stable and driven compliance professional to ...
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Wellesley Associates Limited Hong Kong, 香港 全职You will join a leading Swiss private bank with strong reputation and global networks with over 25 offices worldwide. The bank prides itself in providing dynamic and personalized advisory services with a focus on opportunities in international financial markets. Currently they ar ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Develop and execute proactive marketing strategies, and marketing promotions to help promote the brand image to support business goals in the private banking business · Create and execute client event activities from concept, through execution and evaluation t ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Develop and execute proactive marketing strategies, and marketing promotions to help promote the brand image to support business goals in the private banking business · Create and execute client event activities from concept, through execution and evaluation t ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职ResponsibilitiesDevelop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business · Manage a client base of high net worth individuals to achieve business penetration and portfolio growth · Work in a collaborativ ...
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Randstad Hong Kong Hong Kong, 香港 全职Responsibilities · Client Servicing · Assist Relationship Managers in providing excellent service to private banking clients. · Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally. · Maintain accurate client records and ensur ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Prepare regular management reports for performance monitoring and expense control, and ensure timely and accurate information delivery to management · Interpret financial trends and explain deviations from budget, historical trend etc · Coordinate and formulate ...
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EFG International Hong Kong, 香港Main Duties & Responsibilities for this 12-month contract role · Coordinating and arranging trainings (system, process, policy) for Front Office staff and business support functions, including monitoring attendance to ensure all required staff complete their mandatory training o ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal · Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments · Provide comprehensive support to investment cons ...
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EFG International Hong Kong, 香港Main Duties & Responsibilities for this 12-month contract role · Conducting / reviewing name screening for client onboarding, periodic and trigger event reviews; · Interacting with CRO / CSO to identify KYC issues and verifying accuracy in conducting new account opening, periodi ...
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Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
ARM – Private Banking - Hong Kong, 香港 - TalentQuest HR Limited
描述
Responsibilities:
Requirements
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