- 协助客户进行境外私行账户的资产配置,包括日常询价、产品交易和监控跟踪投后情况,并负责与客户的交互。
- 对资本市场有一定了解,能够为客户解释相关专业术语及专业产品情况,并做好相应风险控制。
- 维护公司存量客户的基础上,积极主动开发新客户并拓展业务范围。
- 具备本科以上学历,经济、金融、会计等相关专业优先。持牌满足香港证监会要求,公司协助挂牌并申请香港工作签证。
- 具有3年以上投资或私行相关工作经验,熟悉金融产品交易细则并拥有某些客户资源者优先考虑。
- 能了解资本市场运作并及时跟踪市场动态,对宏观经济环境、货币政策等有所关注,并具有一定的市场敏锐度及研究分析能力。
- 需要细致认真,积极乐观且抗压能力强,有清晰思路,并具有良好的沟通能力和团队精神。
- One Paramount Recruitment Limited Hong Kong 全职
Wealth Management Expert · Key Responsibilities: · Develop Business Plans and Strategies: Identify, acquire, and manage High Net Worth (HNW) clients through comprehensive business plans and market strategies. · Deliver Personalized Wealth Services: Provide highly personalized wea ...
-
Associate Banker
2天前
Citi Hong Kong 全职The Associate Banker Intermediate is a developing professional role. It deals with most problems independently and has some latitude to solve complex problems. · This role integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices, ...
-
Private Banker
1周前
Ateca Consulting Hong Kong 全职Private Banker Opportunity · A forward-thinking institution in Hong Kong is seeking Private Bankers to advance their career. This role offers a chance to experience a significant uplift on current packages, with previous successful candidates seeing a 20-40% increase. · Required ...
- PERSOLKELLY Hong Kong Limited Hong Kong 全职
Principal Responsibilities · The ideal candidate will be responsible for driving the effective use of system investment to meet business strategy across PB and TPC units. They will monitor projects and system enhancements to ensure costs remain within planned budget, supporting b ...
- LCA Solutions Limited Hong Kong Island
Multi Family Office - Wealth Manager - Private Banker Position · A seasoned Private Banker looking for the next career advancement opportunity can find a suitable fit in our award-winning Multi Family Office Boutique. · We are seeking experienced Relationship Managers, Private Ba ...
-
Private Banker
5天前
Ateca Consulting Hong Kong IslandSenior Private Banker Opportunity · We are seeking a highly experienced and skilled Senior Private Banker to join our team in Hong Kong. As a private Swiss bank, we offer unparalleled career advancement opportunities for individuals who thrive in a fast-paced and dynamic environm ...
- Global Executive Consultants Ltd. Hongkong
Investment Banking Equity Capital Markets (ECM) Specialist · We are seeking a highly skilled professional to join our team as an Investment Banking ECM Specialist. · Job Summary · The successful candidate will have 3-5 years of experience in ECM and a strong understanding of equi ...
-
Associate Banker
5天前
Citi Hong Kong 全职Citi is a leading global bank with a long history of connecting people and businesses across the world. Our extensive network enables us to provide a wide range of financial services and products to clients, helping them navigate their biggest opportunities and challenges. · We ...
- Citi Hong Kong 全职
Job Title: Investment Sales Sr. LeadThe Investment Sales Sr. Lead is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business.Typically, a small number of people within the business provide the ...
- Hang Seng Bank Limited Hong Kong 全职
Job Description · 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 see ...
- Selby Jennings Hong Kong 全职
Operations Manager Role Overview · The Operations Manager is a key member of our Middle Office Trading Operations team, responsible for overseeing daily activities and contributing to business-as-usual tasks. · Key Responsibilities: · Manage the trade lifecycle, including trade p ...
- Projob21 Ltd. Hong Kong Island
Job Description · We are seeking a highly skilled Life Insurance Case Manager/AVP to join our team in the Global Private Bank. · Key Responsibilities · Manage life insurance case management for Ultra High Net Worth (UHNW) Private Clients in Greater China markets · Serve as a liai ...
- Dah Sing Financial Group Hong Kong 全职
Job Summary: · This position requires an individual to provide clerical/administrative support to the Department under Operations. The successful candidate will have at least 1 year of clerical experience, preferably in the banking industry. · Key Responsibilities: · Matriculatio ...
- Projob21 Ltd. Hong Kong Island
Job Description · We are seeking a highly skilled Private Trust Associate to represent our Asian-based regulated financial entity. The ideal candidate will be responsible for managing daily trust administration and ongoing operations, including reviewing trust and KYC documents, ...
- Hang Seng Bank Limited Hong Kong 全职
Job Description · 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 s ...
-
Senior Finance
5小时前
Unicorn Advisor (HK) Limited Hong Kong 全职Job Title · Lead the Finance Team to Oversee Financial Matters. · Key Responsibilities · Manage financial reporting, planning & analysis, management accounting, and asset & liability management for the Bank. · Maintain effective internal control and ensure compliance with local l ...
- Projob21 Ltd. Hong Kong Island
Key Responsibilities · Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/investment teams. · Regularly monitor client portfolios for performance, risk, and opportunities. · Provide Discretionary Mandates, Al ...
- Projob21 Ltd. Hong Kong Island
Senior Information Technology Business Analyst · Expansion North Asia Headcount · Transformation & Project Management · MNC, Fintech & Financial Institutions · Our Client · Representing various MNC and industry leaders of wealth management, fintech and financial institutions to s ...
-
Finance Manager
5天前
NexusSearch Hong Kong IslandJob Description · We are seeking an experienced Corporate Finance Professional to join our team at {company}. · The ideal candidate will have a solid background in corporate finance, with expertise in financial analysis, investment management, and strategic planning. · Key Respon ...
- Morgan Stanley Hong Kong Island
Job Description · Morgan Stanley seeks a Vice President to join the Prime Brokerage Product Control team. · About Morgan Stanley · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investmen ...
Account Manager/PB Banker - Hong Kong - Gentleman Capital Limited

1周前

描述
**岗位职责**:
**任职要求:**
-
Private Banker/ Relationship Manager, Greater China
全职 One Paramount Recruitment Limited- Hong Kong
-
Associate Banker
全职 Citi- Hong Kong
-
Private Banker
全职 Ateca Consulting- Hong Kong
-
Project Management Officer
全职 PERSOLKELLY Hong Kong Limited- Hong Kong
-
Multi Family Office
LCA Solutions Limited- Hong Kong Island
-
Private Banker
Ateca Consulting- Hong Kong Island
-
Vice President, ECM
Global Executive Consultants Ltd.- Hongkong
-
Associate Banker
全职 Citi- Hong Kong
-
Alternative investment Specialist
全职 Citi- Hong Kong
-
Head of Credit Control Services
全职 Hang Seng Bank Limited- Hong Kong
-
Investment Operations
全职 Selby Jennings- Hong Kong
-
Life Insurance Case Manager/AVP, Global Private Bank
Projob21 Ltd.- Hong Kong Island
-
Clerk / Assistant
全职 Dah Sing Financial Group- Hong Kong
-
Private Trust Associate
Projob21 Ltd.- Hong Kong Island
-
Chief Risk Officer, Hang Seng Insurance Company
全职 Hang Seng Bank Limited- Hong Kong
-
Senior Finance
全职 Unicorn Advisor (HK) Limited- Hong Kong
-
Multi-Asset Investment Advisor
Projob21 Ltd.- Hong Kong Island
-
Senior Information Technology Business Analyst
Projob21 Ltd.- Hong Kong Island
-
Finance Manager
NexusSearch- Hong Kong Island
-
Finance - Product Control: Prime Brokerage, Vice President
Morgan Stanley- Hong Kong Island