Investment Counselor – Private Banking recruitment
New head count- Excellent advisory opportunity in top tier Private BankIC experience in Private Banking field is a MUSTJob DescriptionAs an Investment Counselor, you will be responsible for providing investment advisory service to Relationship Managers and existing HNW clients. You will also be responsible for conducting joint- fieldwork with RMs, providing on-the-job coaching and up-to-date market analysis to RMs etc.The Successful ApplicantDegree holder preferably with CFP or CFA qualificationSolid Investment Advisory experience in Private Banking environment is a MUSTExperience in serving HNW/ Read more […]
Investment Product Manager – Private Banking recruitment
J.P. Morgan International Private Bank: Product Management – Vice President, Asia Overview: The Product Management team is focused on delivering high impact product platform solutions for the International Private Bank (IPB) business. Due to the continued growth of the Private Bank/Wealth business in Asia, the Product Management team is now seeking a Product Manager located in Hong Kong who is responsible for product development and platform strategy/design working in conjunction with key regional investors, asset class leaders / solutions teams. Responsibilities include new product development Read more […]
VP Credit Risk-Private Banking recruitment
Our client a large global wealth manager is looking for a Vice President to join their Wealth Management Mortgage Credit Risk team. Coverage within the team includes mortgages, margin, stock financing, special situation secured and unsecured lending, and trading facilities. Primary responsibilities include: Initial underwriting and credit application control and monitoring for UHNW residential and commercial lendingApproval of large, complex residential loans ensuring that credit quality meets internal and secondary market standards and credit policiesEvaluate and approve Read more […]
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 […]
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 […]
Compliance Officer – Private Banking recruitment
Our client, a leading wealth management firm with global operations, are currently seeking to recruit an additional compliance officer to join their established team. The team provide compliance advice to the global activities of the firm in relation to the development, management and marketing of its product range, as well as developing compliance policies and providing technical compliance advice to the wider business. Broadly speaking, responsibilities will include the provision of technical advice and governance, regulatory risk and control, training, and playing a key role in liaising with Read more […]