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This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities.
As a Client Advisor Associate in the financial services industry, you will support client relationship management and ensure the highest level of service delivery. This role offers the opportunity to work in a dynamic environment and contribute to the success of the banking and financial services department.
This role as Senior Investor Relations Manager is a pivotal position in a a rapidly growing fintech platform in Hong Kong.
1. Manage Korean institutional client relationships (pension funds, sovereign wealth funds, insurers, distributors, asset managers) across public assets and alternatives client base2. Business Development and assist on RFP for large allocators in Korea
We are seeking a Fraud Management Assistant Manager/Manager to join a reputable financial services company. This position will focus in handling fraud operation, transaction monitoring and project management for wealth management banking clients.
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.
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.
The Operations & Engineering Director will oversee operations within the Education institution. This role requires strong leadership and organisational skills to ensure smooth and efficient operations.
This position requires a strong understanding of financial services operations and the ability to deliver results in a fast-paced environment.
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