- Assist senior RM to serve UHNW/HNW pwm customer
- pass HKSI Paper 1, 7 and 8 and IIQE Paper 1 and 3
- At least 3 years of experience
1-30 of 92 jobs
- Minimum 4 yrs' exp. in Banking & Finance industry
- Support RM daily operation, KYC, A/C opening
- Experience and knowledge on EAM business
Senior Relationship Associate (Private Banking / CITICdiamond)
China CITIC Bank International Limited- Assist Relationship Manager for business growth
- Provide services to Private Banking customers
- Investment/ReI license required
Assistant Relationship Manager / Relationship Manager，Private Banking Department
Industrial Bank Co., Ltd.- Expand the business portfolio of Private Banking
- Provide investment advisory service
- Minimum 3-5 years private banking experience
- Execute fraud prevention measures
- Preferably degree holder or above
- Relevant knowledge in anti-fraud management
Product Manager, Securities Services/ Structured Products, Private Wealth Management
Connexe Search Limited- 3+ years in investment product management
- securities trading, equity-linked, investment
- 40-60k plus bonus
- Assist PB Clusters and branches
- Preferably degree holder or above
- Experience in banking industry is preferable
- 5 days work,20 days Annual Leave,Performance Bonus
- Provide Superior Training and Development Program
- Progressive Career Advancement Opportunities
- Provide customer service to UHNW clients
- Opportunity to build up your own client portfolio
- Licensed role
- Develop new business and generate revenue
- To acquire and grow high net worth client base.
- Wealth mgt. exp. in private banking/ insurance
Investment Consultant, Product and Investment, Private Banking Department
Industrial and Commercial Bank of China (Asia) Limited- Investment Consultant
- Private Banking
- Product Specialist
- Assist PB Clusters and branches
- Preferably degree holder or above
- At least 3 yrs relevant working experience in bank
- Prestige Banking/ Semi- Private Bank
- 4+ years of relavent experience
- Competative salary package
- Acquire new Private Banking customers
- Provide investment and wealth management products
- Strengthen the wealth of Private Banking group
- Provide professional advice on all aspects
- Preferably degree holder or above
- At least 10 years working experience
- Client onboarding /KYC /AML exp in Private banking
- 5yr Private Banking exp KYC/AML areas risk control
- Familiar w/regulatory requirements to KYC/AML
- 1+ years in general compliance
- Corporate Banking/ Private Wealth Management
- CAMS preferred
- Conduct CDD/EDD and AML checking
- Minimum 3 years experience in private banking
- Seek the necessary approval for accounts
- Responsible for providing wealth management advice
- Promote in-house trade ideas
- Provide training and support Relationship Managers
(Business, Finance and Marketing) Graduate Trainee Programme 2023 - 5 days FullTime Work
Job-Box Personnel- Welcome IANG/ Local/ Overseas Fresh Grad. Trainee
- Provide Business,Finance& Marketing Onjob Training
- Change Careers also welcome apply this position
- Provide updated market info & achieve sales KPI
- Identify PB clients’ needs and provide solution
- Degree with min 5 years' experience, HKSI & IIQE
Graduate Trainee Program (5 Days Work, have on job training, bank holiday, 18 or above AL)
Elite Jobs- 5 day work/ per week, bank holiday, 18 or above AL
- Personal development and growth opportunities
- Continuous Learning Sponsorship, medical benefits
Relationship Manager Assistant, Client Relationship, Private Banking Department
Industrial and Commercial- Private Banking
- Client Relationship
- Wealth Management Product
Account Opening Procedure Planning Manager / Assistant Manager (Private Bank)
Spidernet Recruitment Services- Degree, 5yrs accounting opening / KYC / CDD in PB
- Account opening procedure planning & control in PB
- Treasury & Wealth Management Operations & Control
- Attractive remuneration
- 5 yrs of asset management experience
- Experience in private bank/ EAM preferred
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