For Recruiters

ASSOCIATE DIRECTOR, WEALTH MANAGMENT OPERATIONS - BUYSIDE

Value Search Asia
Hong Kong
Posted about 14 hours ago Permanent Attractive
C
Posted by
Chloe Miao
Recruiter
• Excellent Opportunity with a stable Family Office • Strong banking and Wealth Management Products knowledge preferred • Wealth Management Operations/Client Service • Associate Director/Associate

Our client is a family office with global investments in equities, fixed income and alternative investments. They are now looking for an Associate Director or Associate to join their investment team in Hong Kong.


Reporting to the Chief Executive, your main task is to assist in managing the investment portfolio and presenting investment ideas to internal stakeholders, also responsible for the settlement of daily transactions including fixed deposits, loans, bonds & equities, derivatives, alternative investments etc. You will be dealing with banks on account openings, credit facilities, margin monitoring issues. You will be handling the subscription documentations with fund houses and banks regarding KYC/AML and all regulatory compliance issues. You will work with the accounting team for funding arrangements and preparing periodic management reports etc.

 

To qualify, you must be a Degree Holder with around 8 - 10 years of relevant experience preferably in wealth management or family offices as Relationship Manager/Client Service. You should have good knowledge of wealth management products, procedures and financial markets. Proven trade execution skills of investment products will be a plus. You must be fluent in both English and Cantonese.

 


To apply for this job

Contact: Chloe quoting job ref: VSA-1605

Telephone: 852 - 2525 8820

Email: cmiao@valuesearchasia.com

 

Job ID  VSA-1605
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