Job Description Support business team to provide quality custody and investor services to institutional clients Products coverage in bond trustee, QDII, QFII, RQFII, offshore fund and SFC authorized funds Provide investor services to Fund managers, Distributors and investors Build, maintain and develop client relationships to maximize business growth Degree holder…...

Job duties: Provide full range of wealth management services to a designated portfolio of high-net-worth customer. Expand the existing client base by exploring potential customers in the market.   Job requirements: Degree holder or above, with 6 years' experience in handling investment portfolio of affluent customers. Passes in MPF, Insurance,…...

Job duties: Promote private trust products such as family trust, charitable trust, employee’s share award to potential clients through different channels including intermediaries and referrals of the bank Prepare presentation, marketing and promotional materials Manage client relationship and answer enquiries Explore and acquire new business by networking through different channels…...

Job duties: Assist in quarterly and annual business returns for statutory filing to HK Insurance Authority (IA) Support monthly management accounts, AR /AP, P & L, and other accounting works in the company Prepare financial reporting in accordance with new IFRS requirements Perform ad-hoc jobs when necessary  Job requirements: Bachelor…...

Job duties: Promote custody services and investor services to institutional clients Develop, manage and maintain quality client’s relationship. Have knowledge and familiar with various fund and investment products such as offshore fund, authorized fund, bond trustee, company trust, RQFII, QFII, and QDII Generate, solicit and grow business both from existing…...

Job duties: Lead the Administration Team effectively for daily administration works and comply with external regulations and internal company’s procedure manuals Provide operational support to frontline business team Streamline workflows and provide quality services to clients Review and renew trust legal documents before execution Coordinate and liaise with both internally…...

  Job duties: Lead a team to provide professional middle office administration in relation to corporate trust, agent and fund custodian related services in bank Control and check the related legal documents before execution Coordinate with frontlines for business and back office Job requirements: Degree holder in Laws, Business Administration,…...

Responsibilities Maintain, develop and deepen relationship with high net worth private banking clients Identify clients’ private banking needs and provide customized investment and wealth planning solutions Provide professional service in selling of wealth management products by strictly adhering to sales compliance guidelines Ensure good portfolio management and credit quality Requirements…...

Responsibilities Prospect, build and manage a portfolio of SME customer relationships Achieve sales targets as assigned to enhance revenue growth Identify customers’ needs and match their needs with appropriate SME/commercial lending products and services Conduct credit due diligence, credit evaluation and credit reviews Ensure good portfolio management and credit quality…...

Responsibilities Support the administration of trust accounts by providing quality trust services to clients and maintaining existing client portfolio Prepare relevant trust and KYC documents relating to the daily trust administration Ensure proper compliance to minimize risk exposure Maintain good working relationships with internal and external business partners Requirements Degree…...