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4 listing(s) available.

  • 22 Apr 2021

    Investment Counsellor

    Hong Kong

    Permanent Position
    Our client, a leading multinational bank is currently looking for an Investment Counsellor to join their expanding operation. Incumbent can look forward to work in a stable work environment with excellent exposure and career development opportunities in this appointment with the bank.

    Job Description

    • Provide investment solutions and advices to high-net-worth clients
    • Work closely with the team members to achieve team goals
    • Deepen relationships with existing high-net-worth clients by providing appropriate investment advice and to introduce new clients
    • Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
    • Engage and advise clients on brokerage activity and execute trades seamlessly
    • Follow standard procedures and ensure compliance on regulatory requirements within the bank.
    • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
    Expires on 22 May 2021

    Posted By

    Jared Ng

    Tel: (852) 2521-5118 ext. 818

    jaredng@peoplesearch.jobs

    Requirements

    • Bachelor's / University degree or equivalent experience
    • 5+ years of experience in Private Bank as Investment Counsellor
    • Extensive and proven experience in providing investment advice and solutions
    • Good command of written and spoken English and Chinese (Putonghua and Cantonese)
    • License: HKMA type 1 & 4 and SFC type 1,7,8

     

    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 **

     

  • 22 Apr 2021

    Private Banker - HNW / UHNW

    Hong Kong

    Permanent Position
    Our client, a leading multinational bank is currently looking for a Private Banker in the HNW/UHNW segment. Incumbent can look forward to building their career with a bank who is able to offer an extensive range of products & services to cater to the sophisticated needs of your clients. In addition, you will be rewarded with a stable work environment with excellent exposure and career development opportunities for long term career building.

    Job Description

    • Maintain good relationships with existing ultra-high-net-worth families that cross generations to establish long-term connection with the bank, and acquire new clients
    • Serve as a trusted advisor in client’s business which have significant financial implications
    • Work closely with product experts to achieve client’s financial and investment goals
    • Plan daily, weekly, and monthly activities to maximize revenue growth and client’s satisfaction, and make adjustments regularly
    • Establish a referral network to generate new sales
    • Work closely with team members to commit to team success and achieve client’s goals
    • Work closely with support groups 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 and financing products
    • Develop expertise to identify business opportunities and address the unique needs of specific client segments
    • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
    Expires on 22 May 2021

    Posted By

    Jared Ng

    Tel: (852) 2521-5118 ext. 818

    jaredng@peoplesearch.jobs

    Requirements

    • Bachelor's / University degree or equivalent experience
    • Min 5 - 8 years of experience in Private Banking
    • Extensive and proven experience in Private Banking having covered the HNW/UHNW market.
    • Extensive experience in working with and/or leading client teams and transactions
    • Demonstrated track record in relationship selling
    • Creative and innovative, and able to multi-task and prioritise
    • Able to work as part of a team to thrive in a business development environment
    • Strong communication ability to influence
    • Good command of written and spoken English and Chinese (Putonghua and Cantonese)

     

    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 **

     

  • 26 Mar 2021

    Wealth Management Operations (Loan) - New Private Bank - Central, Singapore

    Singapore

    Permanent Position
    This is a unique opportunity to be a part of a strong wealth management business franchise, helping them to KICKSTART their Private Banking operations. As a pioneer member of the team, you will help to start up the loan operations function in the region, giving you an opportunity to work with senior stakeholders and influence decision. You will monitor the bank's exposures (including loans, mortgages & derivatives) secured by financial assets, such as equities, fixed income products and other asset types. The functions performed by this team are critical to protect the bank from potential credit losses. In return, you will enjoy an attractive total remuneration of up to S$ 80,000.

    Job Description

    • Prepare facility letters, supplementary letters, notification letters and other security documents in accordance to credit approvals
    • Monitor and follow up on document deficiencies
    • Ensure credit documentation are completed and furnished
    • Manage mortgage documentation process including liaising with external legal counsel and internal valuers on documents, mortgage completion and redemptions
    • Maintain documentation records in image and data form in scanning system
    • Setup credit facility limits as per credit approval in PB system
    • Conduct credit bureau, company searches and registration of charge etc.
    • Perform regulatory, internal and management reporting timely and accurately
    • Generate daily risk anomaly report for Credit Risk Manager’s review
    • Maintain credit files for PB borrowers ensuring strict confidentiality on bank records
    Expires on 30 Jun 2021

    Posted By

    Ng Se Wei 黄士维 (Reg No: R1110161)

    Tel: (65) 6730 7874

    sewei@pplesearch.com

    Requirements

    • Degree holder
    • Minimum of 3 years of relevant work experience in a credit middle office or control function, or other work experience in private banking a plus
    • Mandarin fluency would be essential as the role will support the business growth in North Asia
    • Computer skills: Excel, MS Access, Power Point and Word3
    • Demonstrated interest in financial markets and understanding of risk measures

    Interested candidates kindly forward your CV to adoralee@peoplesearch.jobs or sewei@peoplesearch.jobs (Adora Lee, Reg No: R1879177, Ng Se Wei, Reg No: R1110161). You may email this great opportunity to someone who would be a great fit for this role.

    Only shortlisted candidates will be notified.

    PeopleSearch Pte Ltd
    EA License No: 16S8057

  • 26 Mar 2021

    Product Manager | Regional Private Bank | Central, Singapore

    Singapore

    Permanent Position
    This is a unique opportunity to be a part of a strong wealth management business franchise, helping them to grow their Private Banking business as an Investment Product Manager. As a senior member of the team, you are expected to provide strategic investment services, customized financial solutions and execution of the market trades covering bonds, equities, funds and structured products. In return, you will enjoy an attractive total remuneration of up to SGD 150,000 per annum.

    Job Description

    You will be responsible for:

    • Work closely with the Investment Products Team in Head Office, and be a part of a strong wealth management business franchise which services the banking needs of high net worth clients.
    • Assist Head of Private Banking in providing strategic investment services, customized financial solutions and execution of the market trades covering bonds, equities, funds and structured products.
    • Analyse business needs and competitors’ trends, so as to issue business requirements in system enhancement projects that aim at offering a best-in-class trading platform in the market.
    • Conduct the due diligence on new investment products and performance reviews of the existing ones in the product shelf, and be a contact person in driving the relationship with business counterparts.
    • Assist the Head Office Investment Products team to generate and distribute investment strategies, ideas and articulate investment concepts to RMs and respectively their high net worth clients.
    • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
    • Liaise effectively with the respective stakeholders including the Head Office Investment Products team, Technology, Operations, Compliance and Risk Management to ensure smooth operations processes.
    • Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
    Expires on 07 Jun 2021

    Posted By

    Ng Se Wei 黄士维 (Reg No: R1110161)

    Tel: +65 6730 7874

    sewei@pplesearch.com

    Requirements

    • University graduate with 5 to 7 years of product manager experience in bonds, equities, funds or structured products.
    • Sound understanding of economics, market practices and investment products in the wealth management business.
    • Holder of the existing CMFAS certification (e.g. M1, M2, M5, M6, and M7) is a mandatory requirement of this job.
    • Superior communication and organization skills, with the ability to interact with senior stakeholders, with good verbal and written communication skills in English. Fluency in Chinese is advantageous, as the job requires to communicate with key stakeholders in North Asia
    • Excellent team player with strong interpersonal and communication skills to work well with all levels of counterparts.
    • Willingness to work under a dynamic environment, multi-tasking with tight and short assignment / project deadlines.

    Interested candidates kindly forward your CV to sewei@peoplesearch.jobs (Ng Se Wei, Reg No: R1110161). You may email this great opportunity to someone who would be a great fit for this role.

    Only shortlisted candidates will be notified.

    PeopleSearch Pte Ltd
    EA License No: 16S8057

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