Private Banking Assistant — Elite Client Support Back Office

En tant que Private Banker Assistant, vous : Assurez le support administratif et opérationnel quotidien auprès d'une équipe de Private Bankers ; Gérez l'ensemble des tâches de back-office liées à l'ouverture, la mise à jour et la clôture des dossiers clients ; Veillez à la complétude et à la conformité de la documentation client dans le respect...

Job Summary Strategy • Client Services: Client Service Managers (CSM) to deliver consistent and high-quality service to Private Banking clients. • Facilitate a smooth working relationship of Front Office teams with support functions. • Business Controls: To comply with all applicable money laundering prevention procedures and highlight suspicious...

Jouw rol As a Senior Portfolio Manager within our Investment Center, you play a key role in managing the discretionary investment portfolios of our Private Banking clients. You translate each client’s investment profile into a well-balanced portfolio based on a common strategy, implementing the appropriate asset allocation and continuously monitoring...

Jouw rol As a Senior Portfolio Manager within our Investment Center, you play a key role in managing the discretionary investment portfolios of our Private Banking clients. You translate each client’s investment profile into a well-balanced portfolio based on a common strategy, implementing the appropriate asset allocation and continuously monitoring...

Passionate about Investment and looking for projects where your analysis leads to concrete solutions? At DynaFin, you’ll contribute to the transformation of investment products and services, client journeys, processes and technology platforms, while deepening your Financial Services expertise. Meet DynaFin DynaFin is a consulting firm specialized in...

About the Engagement We are recruiting on behalf of a pioneering global wealth management firm that is technology-driven, reshaping modern private banking and wealth advisory across Asia and beyond. Operating across 11 locations globally, including key international financial hubs such as Hong Kong, Singapore, Dubai, Shenzhen, Tokyo, Changsha, and Chengdu,...

Key Responsibilities Strategy • Client Services: Client Service Managers (CSM) to deliver consistent and high-quality service to Private Banking clients. • Facilitate a smooth working relationship of Front Office teams with support functions. • Business Controls: To comply with all applicable money laundering prevention procedures and highlight...

Job Description Are you ready to join a high-performing team and make an impact supporting senior leaders in a fast-paced, collaborative environment? As an Executive Administrative Assistant in the Asia Pacific CEO Office at JPMorgan, you will be part of a high-trust, execution-focused, in-office entry level team based in Hong Kong. The role requires a...

Looking for a job where you get to support clients in the Financial Services sector with their transformation projects, specifically in investments? Are you someone who thrives in a dynamic environment, collaborating with stakeholders to drive impactful outcomes? Join our team at BDO, where your expertise in investment advisory, portfolio management, and...