Private Banking Professional recruitment
Responsibilities
- Serve as the liaison for clients regarding inquiries and provides team support
- Processes and manages new account documentation/opening
- Execute equity, derivative, fixed income and fund trades
- Handles cash management, foreign exchange transactions, currency hedging and money markets trades
- Assists teams in subscribing funds, hedge funds and private equity funds
- Performs portfolio analysis and management including asset allocation, valuation analysis and portfolio performance review
- Prepares client presentation materials
- Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues
Requirements
- Ability to work in a fast-paced environment within a team-oriented structure
- Ability to work and think clearly under pressure
- Excellent analytical, communication, and interpersonal skills along with being a Team player
- Strong organizational skills and attention to detail
- Knowledge of Microsoft Office software
- Interest in the financial markets and good investment sense / commercial instinct
- Fluency in English and Mandarin a must
- Minimum of 2 years relevant experience and a Bachelor degree Holder
- HK SFC paper 1 is a must
- Open to candidates with Investment Banking and Private Banking experience
Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes.
Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.
