US Investment Bank - Trade Surveillance/Investment Suitability

Hong Kong Temporary
  • International and fun work culture
  • Excellent salary and benefit package

About Our Client

Our client is the private banking arm of a leading American investment bank with 1000+ offices in 40+ countries. They provide investment advisory, execution services and wealth management services to High Net Worth individuals and families globally.

Job Description

  • Monitor pre- and post- trade suitability of investments for portfolio and investment holdings review
  • Monitor compliance with pre-trade risk disclosures provided to clients by the Front staff
  • Facilitate the development of strategic and tactical solutions with business partners
  • Establish project scope and define business needs with stakeholders and various other functional groups
  • Perform business analysis, determine workflow, and give recommendations on process enhancements and system upgrades
  • Manage and undertake end-to-end project tasks
  • Evaluate project performance post implementation and resolve any production issues together with stakeholders

The Successful Applicant

    • University degree with majoring in business, finance, IT or related disciplines

    • Minimum 3 years of practical experience in project management

  • Strong project management, people management and influencing and analytical skills

  • Big picture thinkers but can speak to technical details.

  • Solution focused mindset. Experimental and flexible.

  • Good command of written and spoken English.

  • Good communication and interpersonal skills

  • Detail oriented, hard-working and able to work under pressure and deadline driven.

  • Mature, self-motivated, proactive, with a passion for excellence

What's on Offer

- Working days and time: Mon - Fri, 0900 - 1800

- Solid training and great learning environment

- Great chance to work with international staffers

- Potential temp-to-perm conversion opportunity

Marilyn Ma
Quote job ref
Phone number
+852 2258 3412

Job summary

Job Type:
Consultant name
Marilyn Ma
Consultant phone
+852 2258 3412
Job Reference