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Latest Jobs
8 listing(s) available.
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17 Aug 2022
Client Service Officer - KYC
Hong Kong SAR
Permanent PositionOur client is a leading private bank and they are currently looking for a KYC specialist to support their growing operations.Job Description
Job Highlights
- Work location in Central with stable work hours
- Pleasant work environment with helpful colleagues
Responsibilities
- Provide quality checks and guidance services to Private Banking Relationship Managers in conducting periodic client reviews
- Ensure existing client accounts are reviewed in accordance to the Bank's policies, standards, and applicable local legal and regulatory requirements
- Engage partners in Front Office, Compliance and Operations regularly, to enable effective collaboration in day-to-day work
- Provide support for any regulatory & audit related reviews,
- Take on any other tasks assigned by the line manager
Expires on 31 Dec 2022Requirements
Requirements
- University Graduate or above in business, accountancy or law
- Possess at least 3 years of proven KYC experience in Private Banking
- Candidate with private banking ARM experience can be considered
- Possessed good communication skill
- Be a good team player
- Fluency in Mandarin is required
Interested Applicants please send your resume (in Word format) together with present and expected salary to Tracy Chan:
Tel: (852) 2521-5118 ext. 802
Email: TracyKY.Chan@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **
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11 Jul 2022
Relationship Manager – Private Banking
Hong Kong SAR
Permanent PositionOur client is a growing private bank with established client base. They are now looking for Relationship Managers to help service their clients. This is an excellent opportunity for potential candidates with relevant banking experience to explore. You can be a junior Private Banker or an experienced Assistant Relationship Manager who has strong intention to develop your career as a Private Banker. A career opportunity that is not to be missed.Job Description
Job Highlights
- Excellent work environment with excellent career development opportunities. Work location in Central.
- Existing client base will be provided
Responsibilities:
- Maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely manner.
- Helped to entrenched stronger relationship with existing clients.
- Business development activities to bring in new clients to the bank
- Drive business goals and achieve sales revenue target
- Provide investment advices to the clients by offering asset allocation advise based on risk profile.
- Manage the credit quality and monitor the exposure of customers’ loan portfolios
- Adhere to all procedures, policies and rules that comply with all internal and external regulatory requirements
Expires on 31 Dec 2022Requirements
Requirements:
- Bachelor degree or above in financial related discipline
- At least 5 years’ experiences in wealth management business or related field
- Sound knowledge in financial investment, trust, insurance, tax advice, and portfolio management.
- Assistant Relationship Managers in private banks who are keen to develop career as an RM are welcomed to apply.
- Candidates who are currently in priority banking or semi-private banking and looking for develop career in private banking are also welcome to apply.
- Work under stress of sales revenue and target to achieve
- Proficient in written and spoken English and Chinese (fluent in Mandarin is a must)
- Immediately availability or short notice is highly preferred
Interested Applicants please send your resume (in Word format) together with present and expected salary to Jared Ng:
Tel: (852) 2521-5118 ext. 818
Email: jaredng@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **
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09 Jun 2022
Assistant Relationship Manager
Hong Kong SAR
Permanent PositionOur Client, a leading private bank, is currently looking for an Assistant Relationship Manager to join their expanding team in Hong Kong. A great opportunity to be a part of a dynamic team with excellent exposure and career growth opportunities.Job Description
Responsibilities
- Support Relationship Manager in providing complete service to clients and contribute to customer retention and growth
- Preparation of account opening documents, ensure appropriate document of KYC/AML from the client and ensure all aspect of client’s records are complete and up to date
- Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
- Enhance and deepen relationship with clients and deliver customer-focused solutions
- Perform regular reviews with clients to ensure profile is match to clients’ needs.
- Perform task in accordance with regulatory and compliance requirements
Expires on 31 Dec 2022Requirements
Requirements
- Degree holder in Business, Finance or related disciplines
- Minimum 3 years of relevant experience in private banking
- Strong understanding of investment products and services
- Independent, detail oriented, self-motivated and a good team player
- Customer-focused, with excellent communication and interpersonal skills
- Fluent in English, Cantonese and Mandarin.
Interested Applicants please send your resume (in Word format) together with present and expected salary to Tracy Chan:
Tel: (852) 2521-5118 ext. 802
Email: TracyKY.Chan@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **
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02 Jun 2022
Relationship Manager (Singapore based)
Hong Kong SAR
Permanent PositionOur Client, a leading brokerage is looking for Relationship Managers focusing on Taiwan market in this newly created position in Singapore. Applicants should have existing Taiwanese client resources and they can look forward to building their career in a dynamic organization who rewards performance.Job Description
- Opportunity to work in Singapore
- Attractive commission plan
Job Responsibilities
- Act as the main point of contact for the portfolio of HNW clients.
- Maximize growth and profitability to achieve agreed financial targets by enhancing existing and acquiring new relationships
- Cross selling of products and services by identifying and customizing solutions to meet clients’ financial and transactional needs
- Engage clients on a wide range of product and services, including trading, margin financing, cash management, custodian services, loans, fixed income products etc.
- Work with various departments in credit, capital and other risk approval processes and run transaction return calculations
- Proactively fact-find to assist clients with their requirements and enquiries
- Provide prompt problem resolution to maximise customer satisfaction.
- Build effective relationships with clients to retain and develop sustainable relationships
- Develop network of professional contacts with the aim of introducing new business, enhancing technical knowledge, and promoting the company’s brand
Expires on 31 Dec 2022Requirements
Job Requirements
- Degree holder and above
- 3-5 years relevant experience in a dedicated client relationship role. Applicants with Taiwanese clients will have an advantage.
- Strong verbal and written communication skills
- Excellent sales and team work skills
- Excellent interpersonal and problem solving skills
- A strong sense of ownership, responsibility, and accountability
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognising customers' needs
Interested Applicants please send your resume (in Word format) together with present and expected salary to Tracy Chan:
Tel: (852) 2521-5118 ext. 802
Email: TracyKY.Chan@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **
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12 May 2022
Relationship Manager – Private Banking
Hong Kong SAR
Permanent PositionOur client is a growing private bank with established client base. They are now looking for Relationship Managers to help service their existing clients. This is an excellent opportunity for potential candidates with relevant private banking experience to explore. You can be a junior banker or you can be an Assistant Relationship Manager or Investment Counsellor who has strong intention to want to develop your career as a Private Banker. A career opportunity that is not to be missed.Job Description
- Not required to bring new clients
- Excellent work environment with excellent career development opportunities
Responsibilities:
- Maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely manner.
- Helped to entrenched stronger relationship with existing clients.
- Drive business goals and achieve sales revenue target
- Provide investment advices to the clients by offering asset allocation advise based on risk profile.
- Manage the credit quality and monitor the exposure of customers’ loan portfolios
- Adhere to all procedures, policies and rules that comply with all internal and external regulatory requirements
Expires on 31 Dec 2022Requirements
Requirements:
- Bachelor degree or above in financial related discipline
- At least 5 years’ experiences in wealth management business or related field
- Sound knowledge in financial investment, trust, insurance, tax advice, and portfolio management.
- Assistant Relationship Managers or Investment Counsellors in private banks are welcomed to apply.
- Work under stress of sales revenue and target to achieve
- Proficient in written and spoken English and Chinese (fluent in Mandarin is a must)
- Immediately availability or short notice is highly preferred
Interested Applicants please send your resume (in Word format) together with present and expected salary to Jared Ng:
Tel: (852) 2521-5118 ext. 818
Email: jaredng@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **
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13 Apr 2022
Private Banker
Hong Kong SAR
Permanent PositionOur client is a leading private bank and they are looking for Private Bankers to join their growing operations in Hong Kong and Singapore. This is an exciting opportunity for someone who is looking to join a dynamic organisation to fast track their careers. You will enjoy exposure to a wide range of resources at your disposal to service your clients effectively.Job Description
JOB HIGHLIGHTS
- Excellent support and resources provided
- Fast track career path for performers
- Attractive remuneration
KEY RESPONSIBILITIES
- Maintain good relationships with existing high net worth clients and acquire new target clients
- Serve as a trusted advisor in client’s life and business that have significant financial implications
- Have a full understanding of client goals and risk tolerance to help achieve broad investment goals
- Develop tailor-made solutions that address clients' investment, risk management, and financing needs
- Stay up-to-date with the financial developments and current global market conditions
- Understand and communicate the risks/issues involved with various investment strategies
- Plan activities to maximize revenue growth and client satisfaction
- Work closely with supporting teams to find solutions and resolve issues
- Follow standard procedures and ensure compliance on regulatory requirements within the bank
- Apply an in-depth level of knowledge in key investment products
- Identify business opportunities and address the unique needs of specific client segments
Expires on 31 Dec 2022Requirements
REQUIREMENTS
- Bachelor's / University degree or equivalent experience
- At least 5 years of experience in Private Banking covering China, HK or Taiwan markets
- Demonstrated track record in relationship building
- Strong communication skills to influence others internally and externally
- Good command of written and spoken English, Cantonese and Mandarin.
Interested Applicants please send your resume (in Word format) together with present and expected salary to Fang-Yu Nian:
Tel: (852) 6377 1894
Email: FangYu.Nian@peoplesearch.jobs
** For more job opportunities, please visit our website: www.pplesearch.com **