Job duties: Assist Team Head to supervise a team to ensure professional services to clients Responsible for handling client accounts enrollment and relevant KYC / AML process Arrange fund subscription and redemption, perform system parameters set up and data files maintenance, issue contract note/statement, review Fund’s offering documents etc. Participate…...
Assistant Finance Manager (Foreign Bank)
Responsibilities: Assist Finance Manager to ensure smooth daily operations of the department, including daily controls, general ledger maintenance, month-end closing. Process approved vendor payments and staff claims throughout the month. Prepare reports and surveys to the HKMA and Census and Statistic Department. Participate in Bank’s financial system development and implementation…...
Assistant Manager/Manager, Regulatory Reporting – Banking
Responsibilities Support preparation of HKMA regulatory returns and surveys Ensure reporting in compliance with Group accounting policies and relevant standards, procedural guidelines and regulatory requirements Assist in preparation of financial statements and drafting of accounting policies and procedural manuals Participate in system enhancement related to regulatory/reporting issues Requirements Degree Holder…...
Marketing Manager – Custody/Investor Services
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…...
Senior Customer Relationship Manager / CRM (Bank)
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,…...
Business Development Manager, Private Trust RM (Bank)
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…...
Assistant Accounting Manager, (Insurance)
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…...
Sales Manager, Custody Service (Bank)
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…...
Senior Manager, Trust Administration (Bank)
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…...
Manager, Custodian Administration (Bank)
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,…...


