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Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide tailored financial guidance and act as a trusted partner in managing and growing the family's wealth. The role involves assessing financial needs, developing investment strategies, overseeing portfolios, and supporting long‑term wealth, trust, and estate planning.
Our client is a well-known Investment Bank with global presence. Currently, they are hiring for a Client Risk Analyst to join their private banking division as the first line of defence, ensuring strong risk controls and compliance.
Our client is a Global Investment Bank, they are looking for a SOW (Source of Wealth) Analyst to join their Private Banking division.
Our client is one of the well-known private banks with over 130 years of history that operates in 28 countries worldwide. It mainly focuses on wealth management and investment services. They are currently looking for a Name Screening Officer to handle and review name screening and client documentation review for private banking clients. Candidate with 1 - 2 years of working experience in banking or financial services sector are welcomed!
Our client is a top American Private Bank and they are looking for a KYC Analyst to join their private wealth management KYC/ client onboarding team to handle new client onboarding, periodic review, trigger event for high net worth clients. The candidate should have 1-3 years of working experience in onboarding, periodic review, KYC/CDD for HNW clients within private banking industry, fresh graduates with relevant KYC intern experience are also welcomed.
Our client is one of the well-known private banks with over 130 years of history that operates in 28 countries worldwide. It mainly focuses on wealth management and investment consultancy services. They are currently looking for an Account Management Officer to be responsible for handling and review account opening operation for private banking clients. Candidate with relevant working experience in banking or financial services sector are welcomed!
Our client is a top American Investment/ Private Bank and they are currently looking for a SOW Associate to handle source of wealth SOW corroboration and review, account profile analysis and KYC periodic review. The candidate should have 3-5 years of working experience in SOW narratives and corroboration review and analysis or account profile analysis with international private banking industry.
Our client is a top American Private Bank and they are looking for a Client Services Trainee to join their private wealth management division to handle account opening, KYC documentation and trade executions for Ultra High Net Worth clients. The candidate should have 1-2 years of working experience in client services, ARM, account opening, client onboarding for private banking/ corporate banking clients. Fresh graduates with relevant interns are welcomed.
Our client is a top American Investment Bank and they are looking for a Client Services Associate to join their private wealth management division to handle client services, account opening, KYC documentation and trade executions for Chinese Ultra High Net Worth clients. The candidate should have 3-5 years of working experience in client servicing/ ARM/ account opening/ KYC documentation for UHNW, private banking/ institutional/ corporate banking clients.
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