Responsibilities Conduct reviews of customer information and documentation to ensure completeness, accuracy, and adherence to regulatory requirements. Investigate and conduct negat..
Client Servicing Officer, Private Banking (Job ID 2140) Responsibilities Be a team member of Private Banking Department Provide first class customer service which meet the standards..
Job Description. Conduct deep dive market and industry research to identify potential investment opportunities Perform fundamental analysis required including sector dynamics, comp..
Provide high quality services to Private Banking customers. Key Responsibilities Work closely with.. Assist client take on process. particularly account opening documentation with Private Banking customers..
As part of the Asia team, you will be working actively on all aspects of new platform investments, add on investments, divestitures and related financings, including but not limit..
Experience working within wealth management or private banking Working experience in Business Analysis, Requirement Analysis and Gathering, Technical Functional documentation Ability to work..
The Company Our client is a top tier private bank, with strong presences in Asia, with a long history.. The Role As an important part of the HK Private Banking Compliance Team, you will be reporting to the..
Meetings with industry experts, equity research analysts, management teams and private equity sponsors Supporting investment sourcing, client service requests, and portfolio monitoring and other..
Our client is a global alerntives asset manager who is looking to hire head of IR. BD in its Hong Kong office. The role will look to three things. Fundraising for the Asia private credit fund..
Winland Wealth Management have been serving wealthy families and privileged individuals for over half a century both locally and overseas. Established in 1970, it is the foremost ..
Requirements At least 1 2 years in private equity related investment, equity research, asset management.. CFA, CAIA, CPA, CA designation is an asset. Relevant experience in private equity firm will be..
Must have buyout deals experience in PE fund, work experience 5 years or above. In depth knowledge and extensive experience in financial investment, financial analysis and private equity..
Strong knowledge of private banking products, services, and processes. Proven ability to manage complex.. PMO. Leading Private Bank in the subject header. Data provided is for recruitment purposes only..
Required Qualities. A successful family office private wealth advisor must be self driven, highly motivated, articulate, responsible, caring, and possess an entrepreneurial mindset. We recognize..
Responsibilities. Conduct financial analysis and risk evaluations to provide advice on investment performance Prepare portfolio management reports and presentations for internal an..
Requirements. Not less than 10 years' compliance experience covering asset managmet business Solid knowledge on private equity, fixed income or secondary market funds Proficiency in Chinese and..
Degree holder 6. years of experience in the Private Banking and or consulting industry Knowledge of.. Migration. TOM projects within Private Banking Good understanding of core business processes and..
Who we are looking for. 3 5 years of FP&A. Data Analysis. Transaction or Deals Advisory experience Experience in Private Equity. Asset Management will be a plus Bachelor's degree from reputable..
Experience in project management University graduate. Knowledge of Private and Consumer banking practices & procedures. Ability to guide individual towards achieving the team's goals..
Identify customers' needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers. Promote long term client..
years of relevant working experience in PB Strong knowledge in private banking products and services, operational procedures and systems Excellent communication and interpersonal..
Prestigious Regional Private Bank Expanding and Profitable Business with Enticing Remuneration Heritage.. Hong Kong market. You will be managing 5 experienced bankers in which the business is profitable and..
. Universal Banker (Wealth and Personal Banking) 銀行業務主任.. and Global Private Banking, to become one of the world's largest global wealth managers with. trillion..
OVERVIEWOur client is a Foreign Private Equity Fund. They are looking for candidates to join as a Settlement Manager. JOB RESPONSIBILITIESManage and oversee all aspects of settlement operations..
A reputable Financial Group listed in Hong Kong is looking for a sales driven Elite Banker, responsible for managing client portfolio for Private Banking, Personal Banking, Funds Investment and..
Excellent interpersonal skills. Effective communication skills in Chinese, English and Mandarin (depending on the market coverage). CPWP (Certified Private Wealth Professional) and CFA..