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- Keep long private banking client relationships
- Create and maintain the Company’s AUM and revenu
- Develop and expand the existing client base
- As a team leader to develop designated market
- Achieve growth and sales targets by managing sales
- Create and maintain the Company’s AUM and revenu
- High Net Worth Segment
- Support sales team
- Operation management
- Minimum 3 years of experience in branch operations
- Familiar with consumer banking products, etc
- W/ less exp will be considered as Assistant OM
- University degree
- 5 years or above relevant exp in Private Banking
- Possess HKSI and IIQE qualifications
- Possess HKSI and IIQE qualifications
- Qualification in ECF is preferred
- Possess CPWP certification/pass in relevant paper
Relationship Manager Assistant, Private Wealth Management
Haitong International Management Services Company Limited- 1-3 experience in wealth management
- Knowledge in the investment product spectrum
- Equity, fixed income, derivatives, and forex
- Develop and manage a portfolio of PB clients
- Perform investment portfolio analysis
- At least 5 years relevant sales experience in PB
Structured Product Specialist – Private Wealth Management
Haitong International Management Services Company Limited- 2+ years of experience
- Develop and manage the structured products
- Prepare due diligence reports
- Native Mandarin Speakers
- Strong Insurance Knowledge
- Conversational in both Cantonese and English
SA - Specialist, Investment Data Analytics (Portfolio Secured Lending, Cash & Deposits), Private Banking
DBS Bank Ltd- Strong knowledge on Qliksense and Tableau
- Strong numeric and data analysis skills
- Knowledgeable in wealth management space
- Stable and work-life balance environment
- Need Stock, Debenture & Bonds products knowledge
- Focus on HK and US stock markets
- Degree, prefer in Banking / Finance
- 5yrs ARM/private bk/ Wealth Mgt in Foreign bank
- holder HKSI Licensing Examination Paper 1, 7 & 8
Investment Advisor – Private Wealth Management
Haitong International Management Services Company Limited- 5+ years of experience
- provide a holistic solution
- provide timely market update
AVP to FVP, Insurance Broker (Advisory) - Private Banking
China Construction Bank (Asia) Corporation Limited- University Degree
- Min. 5yrs exp in managing ins. products advisory
- Excellent insurance product knowledge
Product Specialist (Licensee Type 1,4 + Due diligence + trade support))
Top Executive Talent Engineering- Stable, work life balance, teamwork
- Great stepping stone to Private Bank area
- Open +cozy management style, gd $$$$$ and benefits
Credit Administration,Private Banking (Credit Structuring)$50K-70K – 6 months-12 months contract
Asia Progress Executive Limited- 5yrs exp in credit admin private bank /Wealth Mgt
- credit facility non-standard credit documents
- Exp private banking lending products WM/Private Bk
Head of Operations, Settlement+ On-Boarding focus (HKMA exp, gd IT project exp)
Top Executive Talent Engineering- 10yrs On-boarding + Settlement +people mgt (9 pax)
- Participate in UAT/System upgrade, implementation
- Very stable, work life balance, top benefit scheme
- Top management team, Asser Management,Compliance
- Attractive package,Surveillance monitoring,Funds
- Enterprising working environment, mandarin, canton
- Degree, prefer in Banking / Finance
- 5yrs ARM/private bk/ Wealth Mgt in Foreign bank
- holder HKSI Licensing Examination Paper 1, 7 & 8
- CIGP is a high-growth Swiss Financial Institution
- customer due diligence checking/review/approval
- AML function, KYC checks & client management
- A leading corporate and investment bank
- Consistently 3 to 5 months bonus
- Flexi work environment with job rotatation program
- Degree, prefer in Banking / Finance
- 5yrs ARM/private bk/ Wealth Mgt in Foreign bank
- holder HKSI Licensing Examination Paper 1, 7 & 8
- Fluent in English and Mandarin language skills
- Medical benefits & study allowance,17+AL,5day work
- HKID Cards Holders, IANG Visa and TTPS can apply
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