Account Documentation Officer – Private Banking recruitment
Responsibilities: -Review account documents following the guidelines from both the regulators and the group’s internal guidelines (for both client and intermediary accounts)-Conduct different searches on various database for the due diligence and AML purposes-Process various types of account opening and static data in different banking systems-Liaise with relationship managers for all kinds of follow-up regarding account documentation .-Handling of Holdmail-Prepare regular reports for management review-Filing and safeguarding access to physical client files for data secrecy and control-Other Read more […]
Relationship Manager – Private Banking recruitment
You will be reporting to the Team Leader and undertake all relationship management activities for the bank’s full suite of products. You will follow through with prospecting till completing with support from the product team. You will also be playing a leadership role in guiding the junior relationship managers. You are degree qualified in finance/economics/accounting with a minimum of 5 years experience in a similar capacity. You have business acumen and are someone who is effectively bilingual in both English and Chinese. Ability to speak an additional Asian language will be held in high regards. Read more […]
Risk Manager Product and Services Team Manager – Private Banking recruitment
Reporting into the Head of Risk, the Product Services Risk Team is responsible for risk related issues across the Product and Services area.The Product Services Risk Team Manager will be responsible for Key Risk Management processes including:Assessment of the Wealth Management Investment Products and Services Risk Control plan and Operational Risk Certification through the Implementation and execution of an Independent testing programLoss Event reportingOperational Risk Reporting both into local committees functionallyReview of Policies guidelines impacting Product ServicesCoordination Read more […]
Analyst – Private Banking recruitment
Job responsibilities; •Assists the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals•Becomes a key point of contact for the client for day-to-day operational matters•Supports the Private Banker in marketing IPB products to client.(1) 60-70% Client Administration•Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.•Good Read more […]
CREDIT RISK MANAGEMENT – PRIVATE BANKING recruitment
Hong KongThe private banking division of a Chinese bank is seeking a Head of Credit Risk to perform the credit risk management of the bank’s private banking unit and product risk management of wealth management products.Your main responsibilities will be to assess and approve the related credit proposals. Assist in developing and implementing the related credit and product strategies in support of the business, as well as work closely with the front office to develop the related credit and product framework, policies and guidelines and relevant system development in managing/monitoring credit Read more […]
HEAD OF CREDIT RISK, PRIVATE BANKING recruitment
Reporting to the Regional Head of Credit Risk Management, you will be responsible for the overall management and direction of the credit risk function, with additional responsibilities to oversee Operational Risk and IT Risk Management. Lead and manage the Hong Kong Risk Management unit, provide guidance, supervision, oversee/review and ensure efficient credit proposals, internal processes and control exist. Responsible for the overall management of the credit portfolio with an aim to minimize loan provision and losses. Monitor and maintain compliance with group policies and local regulatory guidelines. Read more […]
Business Development – Private Banking recruitment
Our client is an established and successful private bank looking to increase their footprint in the Perth/ WA market.You will initially act in a stand alone basis working with other areas of this firm and within your own network, to target individual clients with net worth in excess of A$10 million.You will have an understanding of the financial markets if not necessarily direct experience within this space, be able to demonstrate your network and produce a highly structured sales process and plan as part of your application.Although we are looking for an experienced individual there is flexibility Read more […]
Internal Control – Private Banking recruitment
Key Responsibilities:Design and implement internal control activities for the purpose of preventing and managing risks;Monitoring of activities of the bank on a daily basis;Perform on-going evaluation and execution of internal controls;Identify lapses in key risk areas and suggest solutions, plus implement and communicate improvements through business;Provide reporting on control exceptions and weaknesses;Ensure compliance with internal and external regulations.Requirements:Candidates must have at least 4 years’ relevant post-qualification experience in a similar role as an internal auditor or Read more […]
Translator – Private Banking recruitment
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, and capabilities to wealth individuals and families in 36 countries around the world. The largest private bank in the U.S. and the third-largest worldwide in terms of total clients assets. JPMorgan Private Bank enjoys relationships with 40% of the individuals on the Forbes Billionaires list. This is a very hands-on role, a part of a regional marketing team located in Hong Kong supporting the Private Banking business in Asia Pacific. Job responsibilities:Perform English to Chinese (and Read more […]
Investment Advisor, Private Banking recruitment
Job Description Provide specialist investment advice to clients and Client Advisors to meet clients’ desired risk/investment performance requirements and increase bank’s share of client wallet. Liaise with the product specialists within the central product development team to discuss client requirements and feedback to ensure provision of best solutions. Key Roles Responsibilities Investment Advice Provision Provide advice on quality of clients existing portfolio based on sound asset allocation principles Understand client risk appetite, investment preference and return expectations through consultation Read more […]