Author: Waimen Wan

Our Client, an European Private Bank is looking for Private Banking Support Manager for their team members

• Supports preventive controls in the PB front office including review of call reports, pre-trade and transaction voice logs, and other monitoring
• Co-ordinates orientation and training and meetings for the front office Prepares MI reports
• Performs other Private Banking Support administration and other tasks as designated

Requirements:

• University graduate
• 3 years relevant experience
• Good communication and interpersonal skills
• Team worker and able to work under pressure

Interested parties, please send your updated CV (in word file) with current & expected package by uploading the file below:

Our Client, a leading international Private Bank is urgently looking for Investment Counsellor to join their product advisory team to deliver investment solutions to high-net-worth clients. Product coverage includes Equities, Bonds, FX, Funds, DPM and Structured Solutions.

• Accountable for identifying client needs, developing investment strategy, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution, and monitoring portfolio performance.
• Maintain regular contacts with clients via calls, meetings and any other marketing events organized by the bank. Timely disseminate information of market/product analysis to clients.
• Partner with relationship managers to attract prospects or to deepen existing client relationships through the demonstration of sophisticated market knowledge, investment intelligence and professionalism.
• Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
• Other tasks as assigned by Department Head.

Requirements:

• University degree with professional qualifications such as CFA or CPWP preferred
• Minimum of six years’ experience in investment advisory function or minimum of ten years’ experience in product specialist function with exposure to various asset classes in a reputable private wealth management firm or private bank
• Fluent in English and Chinese (good Mandarin speaker)
• Demonstration of analytical ability and multi-asset class product expertise
• Self-starter with good presentation and interpersonal skills
• Strong team spirit with positive attitude

Interested parties, please send your updated CV (in word file) with current & expected package by uploading the file below: