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The Analyst role in the investment bank requires expertise in managing community-focused projects and ensuring effective collaboration within the corporate engagement department.
This role supports the Department Head in overseeing daily banking operations, coordinating cross-departmental projects, and ensuring smooth implementation of new systems and products. It also involves enhancing operational efficiency, maintaining compliance, and managing stakeholder communications and administrative tasks.
Our client is a top American Investment/ Private Bank and they are currently looking for a KYC Review Analyst to join their PWM account management team to handle KYC review, PEP/ EDD review, documentation review and account maintenance for HNW clients. The candidate should have 3-6 years of working experience in KYC periodic review, PEP/ EDD review, documentation review or account maintenance for HNW clients within private banking.
Our client is looking for a highly analytical and results-oriented Senior Analyst / Associate to support research, portfolio monitoring, and post-investment value creation across the green energy and climate technology sectors. The ideal candidate combines strong strategic thinking, operational insight, and stakeholder management skills to help accelerate the growth and performance of our portfolio companies.
This Client Onboarding Officer will supports the Client Onboarding team of a Swiss private bank by reviewing source‑of‑wealth details, conducting customer due diligence, and approving non‑high‑risk account openings in line with strict KYC and AML/CFT standards. It also collaborates with the Team Head with workflow management, documentation checks, and continuous process improvements and work with internal stakeholders.
This position is to assist the deal team to complete investment projects.
We are seeking a highly motivated and detail-oriented Investment Analyst to join the Asset Management arm of a Hong Kong-based family office with a focus on real estate and infrastructure investments.
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