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Client Servicing Associate – Private Banking recruitment
Responsibilities :Assist in execution of transactions / trades for clientsMaintaining client relationships, answering clients’ enquiries, filing;Handle day to day account operations including all aspects of the system andPrepare reports/presentation materials mainly cover credit application/revisal, portfolio performance review, proposals, meeting materials and performance calculation, transaction recordsRequirements:3 – 5 years of work experience in International Private Banking SectorHolder of valid Private Banking registration status (Regulatory Activity: Type 1) which is recognised by the HKMAHands-on Read more […]
Junior Private Banking RM recruitment
The role will be to provide support to the team and service existing clients and thus a strong client facing ability is prerequisite. Duties will include implementing and monitoring client orders and answering any queries, execution of daily operations and settlement of payments, exchange orders, products and investigations, regular telephone contact with clients, preparation of portfolio monitoring reports etc.This could be an excellent opportunity for an ambitious person who is already well skilled in the world of private banking to further their development in a role that doesn’t require clients Read more […]
Private Banking – China Equity Strategist – Sell-side Research recruitment
J.P. Morgan Private Banking Asia China Equity Research – Sell-side Analyst We are looking for Equity Research Sell-side analyst to focus on generating shorter-term trading ideas within the Greater China equity space, both within and outside J.P. Morgan Private Bank’s recommended lists, as long as stocks are covered by JPMS LLC Research and rated Neutral or Overweight. Candidate will collaborate with PB Asia Equity strategist, who is responsible for managing PB Asia stock lists and thematic baskets. Candidate will also collaborate with the Investment Bank structured products team to tailor multiple Read more […]
Manager Private Banking Zuid-Nederland Job
Onze opdrachtgever is een ambitieuze, moderne en ondernemende bank in het zuiden van het land met een toonaangevende positie in de zakelijke en particuliere markt. De bank heeft meerdere vestigingen en is maatschappelijk gericht en persoonlijk betrokken bij klant en regio. Een belangrijk speerpunt is het versterken van het absolute marktaandeel in de top van de particuliere markt. De markt voor private banking is de komende jaren nog steeds sterk groeiende en om de vermogende klanten blijvend aan de bank te verbinden zoeken wij naar een zichtbare (m/v)Uw positie U bent verantwoordelijk voor het Read more […]
Senior Audit Manager (VP) – Private Banking/Asset Management recruitment
This leading banking organisation with an excellent reputation in the region is looking for a suitably qualified internal audit professional to lead and actively participate in audits and audit advisory engagements in Private Banking and Asset Management across the Group. Key Accountabilities: •Drive execution of audits escalating issues/problems as necessary.•Develop and maintain broad financial services experience and Bank knowledge and understand the impact on Finance.•Develop and maintain Private Banking Asset Management expertise and knowledge, including products, processes, Read more […]
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 Read more […]
Senior Project Manager – Wealth / Private Banking recruitment
Senior Project Manager – Private Banking Private Banking with a core focus on Front Office aligned project work Permanent role with opportunities to progress into areas such as Strategy, Business Development and other Front office aligned disciplines HK$1,200,000 + Are you in a role that lacks Front Office interaction? Does your role have little or no effect on change within the Private Banking space? Are you interested in bonus amounts like 6 – 12 months pay? Your role and requirements: Development of APAC strategy focusing on client segmentation and the banks proposition Built and rolled Read more […]
Technology Project Manager, Private Banking recruitment
My client is an international household name, a highly successful Financial Services organisation. Due to expansion, a new Project Manager role has arisen. The role involves managing and delivering strategic business and technology projects covering dealing, order management and web based client reporting. You will be working within a front office environment servicing the core business units. Your day to day responsibilities will include:* Programme Delivery working with PMO and business management* Relationship Management between business and technology* Managing Change* High level business Read more […]
VP | Private Banking | Sales role | Moscow recruitment
A large corporate and investment bank in Moscow is looking for an experienced sales professional, preferably with Sales background from Investment Bank / investment products. The successful candidate will join bank’s expanding Private Banking / Wealth Management arm, a division for HNWI (large proportion of which are non-Russian citizens) The Role: • Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products. • Client introduction to other product specialists from Wealth Management Read more […]
Assistant Relationship Manager, China Market, Private Banking, Hong Kong recruitment
To assist the Relationship Manager in providing top quality service for our clients and contacts at all times in order to preserve our strong reputation for courtesy, efficiency, and stability as well as to cultivate the bank’s image and perception as service leader.Job Duties:Marketing Support• Ensure that our clients are dealt with in a courteous, efficient and professional manner at all times; • Assist the Relationship Manager to eliminate unproductive and/or doubtful relationships having regard for due diligence concerns;• Establish new contacts through existing contacts in the business Read more […]