- 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, and track the KPI for the department and corresponding business units
- Provide periodical sales and the overall business performance analysis, identify business opportunities/ weakness, and recommend solutions to optimise the sales performance and business plans
- Perform budget and forecast process, and ensure accuracy and awareness of circumstances that could impact it
- Provide management report with all essential accurate information on ad hoc basis for strategic planning
- Develop MIS and drive business growth by providing analysis of result and reporting key metrics
- Coordinate with internal and external stakeholders on development and implementation of system projects
- Degree or above with at least 3 year relevant experience in banking industry
- Strong financial and business analytical skills
- Excellent communications and presentation skills with good command of English and Chinese in both spoken and written. Fluent in Putonghua.
- Be self-motivated, energetic, creative and enthusiastic for new challenges
- Proficient in MS Office application (Excel VBA is a plus) and Chinese input method
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ARM – Private Banking
发现在: Talent HK A C2 - 2天前
TalentQuest HR Limited Hong Kong, 香港 全职Responsibilities: · 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 ...
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Consultant - Private Banking
发现在: Talent HK C2 - 5天前
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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Senior Banker – Private Banking
发现在: Talent HK A C2 - 3天前
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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Project Manager, Private Banking
发现在: Talent HK A C2 - 6天前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities:Plan and drive the delivery of different projects to support the on-going business development and new product rollout of Private Bank. · Communicate effectively with different functional units to gather, analyze and document business requirements, conduct feasib ...
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Officer, Private Banking Operations
发现在: Talent HK C2 - 6天前
HSBC Hong Kong, 香港 Permanent - 全职Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers o ...
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Manager - Global Private Banking
发现在: Talent HK C2 - 4天前
HSBC Hong Kong, 香港 Permanent - 全职Some careers open more doors than others. · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers oppor ...
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Head of Private Banking Support
发现在: Talent HK C2 - 5天前
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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Relationship Manager, Private Banking
发现在: Talent HK C2 - 6天前
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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Assistant Relationship Manager, Private Banking
发现在: Talent HK A C2 - 3天前
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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Director / Associate Director, Private Banking
发现在: Talent HK A C2 - 18小时前
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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Assistant Relationship Manager, Private Banking
发现在: beBee S2 HK - 2天前
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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Analyst, Client Services, Private Banking
发现在: Talent HK C2 - 4天前
Standard Chartered Bank Hong Kong, 香港 全职Role Responsibilities · Strategy * · 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 significa ...
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Assistant / Deputy Investment Consultant, Private Banking
发现在: Talent HK A C2 - 4天前
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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Senior Investment Consultant/ Investment Consultant, Private Banking
发现在: Talent HK A C2 - 18小时前
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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Prestige Private Investment Consultant – Hang Seng Bank
发现在: Talent HK C2 - 18小时前
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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Prestige Private Insurance Sales – Hang Seng Bank
发现在: Talent HK C2 - 18小时前
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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Team Head, China/ Hong Kong market, Private Banking
发现在: Talent HK A C2 - 2小时前
eFinancialCareers Hong Kong, 香港 全职Prestigious Regional Private Bank · Expanding and Profitable Business with Enticing Remuneration · Heritage 5 Seasoned & Profitable Bankers · company overview. · This Prestigious Regional Private Bank is looking for a Team Head focusing on China/ Hong Kong market. You will be ma ...
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Risk Control and Support Head, Private Banking, Max 70K
发现在: Talent HK A C2 - 2天前
Gravitas Recruitment Group Hong Kong, 香港 全职Establish and implement departmental quality assurance strategies and service standards to continuously improve the quality of Private Banking services. · Coordinate and plan orientation, onboarding service training, and license accreditations to foster front-line engagement and ...
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Assistant Relationship Manager job for a Top tier Global Private Bank
发现在: Talent HK A C2 - 3天前
Wellesley Associates Limited Hong Kong, 香港 全职My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line. · Duties: · Provide primary support to ...
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FSO - Consulting - BC - Regulatory Compliance (Private Banking, FSRM) - - Hong Kong
发现在: Talent HK C2 - 2天前
EY Hong Kong, 香港The opportunity · With the growth of private banking in Hong Kong, we are building on our existing strengths to drive further business growth and deliver greater benefit to our clients. We're looking for an experienced and confident private banking regulatory compliance risk exe ...