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…...

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 5 years' experience in handling investment portfolio of affluent customers. Passes in MPF, Insurance,…...

Job duties: Work with advisory team and teammates to prepare financial reporting in accordance with new IFRS requirements Assist in the design of new processes to enable transition of current closing process in order to comply with IFRS17 requirements Support quarterly and annual business returns for statutory filings to HK…...

Job Responsibilities:   Mainly lead the private trust administration team for the delivery of trust administration and client relationship work Review and renew trust legal documents Support operational function to frontline business team Provide quality service and streamline workflow to customers Communicate well with both internal and external parties  …...

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 Manage client relationship and answer enquiries Explore and acquire new business by networking through different channels including, broker, insurance agent and bank branches etc. Prepare…...

Job Responsibilities Handle existing corporate clients in mainland and overseas. Develop new clients and new market, follow up current market trends and news. Maintain good relationship with existing suppliers , co-work with headquarter and branch offices. Ad-hoc duties as assigned by superior China and overseas business trip will be required…...

Job duties: Lead the Administration Team effectively for daily administration works and comply with external regulations and internal company’s procedure manuals Streamline workflows and provide quality services to clients Provide operational support to frontline business team 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 fund custodian, agent and corporate trust related services in bank Coordinate with frontlines and back office in the department during daily works Control, monitor and check the related legal documents before execution Perform ad-hoc assignments as…...