Private Bank Head of Structured Investments
Qualifications: Bachelor's degree in Finance, Economics, or a related field. Advanced degree or professional certifications (CFA, FRM, etc.) are highly desirable. Minimum 10 years of experience in private banking, with a strong focus on structured products and derivatives. Proven track record of successfully developing and managing structured product strategies within a private banking or wealth management environment. In-depth knowledge of structured products, including equity-linked notes, fixed income structured products, structured deposits, and derivatives. Fluent in spoken and written English and Mandarin. Proficiency in additional languages is a plus. Strong analytical skills with the ability to evaluate complex financial structures, assess risk, and make informed investment decisions. Excellent communication and presentation skills, with the ability to effectively convey complex concepts to both internal stakeholders and clients. Strong leadership abilities with a track record of managing and mentoring teams. Results-oriented mindset with a focus on driving business growth and delivering exceptional client experiences. Familiarity with regulatory requirements governing structured products in Hong Kong.
Negotiable
Hong Kong
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Private Bank Fixed Income Specialist
Responsibilities: Provide expert advice and guidance to high-net-worth clients on fixed income investment strategies, products, and opportunities. Develop and maintain strong relationships with clients, understanding their investment objectives, risk tolerance, and income goals. Conduct in-depth analysis of market conditions, economic trends, and credit risks to identify suitable fixed income investment opportunities. Recommend and implement tailored fixed income solutions that align with clients' financial goals and risk profiles. Stay up-to-date with market developments, regulatory changes, and industry best practices related to fixed income investments. Collaborate with internal teams, including relationship managers, product specialists, and research teams, to deliver comprehensive investment solutions to clients. Continuously monitor and review fixed income portfolios, assessing performance, and making necessary adjustments to ensure alignment with clients' objectives. Proactively communicate with clients, providing regular updates on portfolio performance, market insights, and investment recommendations. Maintain accurate and up-to-date client records, including investment preferences, communication history, and compliance documentation. Adhere to relevant regulatory requirements and internal policies, ensuring all activities are conducted in compliance with legal and compliance guidelines. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Minimum 5-10 years of experience in fixed income advisory or portfolio management, preferably within a private banking or wealth management environment. Proven track record of successfully advising high-net-worth clients on fixed income products and strategies. Strong knowledge of global fixed income markets, including government bonds, corporate bonds, municipal bonds, and other fixed income instruments. Native Mandarin language skills are essential, with fluency in English and Cantonese considered a bonus. Excellent communication and presentation skills, with the ability to effectively convey complex financial concepts to clients. Analytical mindset with strong problem-solving abilities and attention to detail. Professional certifications such as CFA or equivalent qualifications are highly desirable. Familiarity with regulatory requirements governing fixed income investments in Hong Kong.
Negotiable
Hong Kong
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Venture Capital Analyst
Summary: An established venture capital firm is currently seeking a driven, motivated, Analyst to join their firm in San Francisco, CA. You will play a key role in driving the organization's investment strategy and work with portfolio companies to execute their future growth plans. The firm is incredibly active and you will have the opportunity to dive deeper into the investment/venture space through extensive deal repetitions and working directly with C-Suite team members and portfolio companies. Are you motivated and passionate about investing? If so, please reach out to learn more. The Venture Capital Analyst will be responsible for… Cover potential deal opportunities while evaluating a target's potential for investing Perform extensive financial modeling to evaluate target companies through LBO analysis Acquire first and secondary research in respect to a target's industry Engage with third-party due diligence providers Present investment findings with detailed transactions, companies, and industries The Venture Capital Analyst should have the following qualifications… Bachelor's Degree in Finance, Accounting, or related field 1-2 years of relevant experience Proficiency in financial modeling, financial due diligence, and forecasting Prior experience or interest in sectors such as technology, healthcare, consumer, and industrials Excellent interpersonal skills and exceptional work ethic Benefits/Perks 1-2 days in office Opportunity to make a large impact within a successful and growing venture firm Interact with large, established companies with a wide range of portfolio expertise
Negotiable
San Francisco
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Private Bank Relationship Manager
Qualifications: Minimum 10 years of experience in client relationship management within a private banking or wealth management environment. Proven track record of successfully managing high-net-worth client relationships and achieving business targets. Strong knowledge of investment products and services, including equities, fixed income, mutual funds, and alternative investments. Excellent communication skills, both written and verbal, in English, Mandarin, and Cantonese. Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with clients. Strong analytical and problem-solving abilities, with a keen attention to detail. Results-oriented mindset with a focus on delivering exceptional client experiences. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Professional certifications such as CFA, CFP, or similar qualifications are highly desirable. Familiarity with regulatory requirements governing private banking activities in Hong Kong.
HK$1500000 - HK$1500001 per annum
Hong Kong
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Wealth Planner - Insurance Firm
Client Relationship Management: Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite. Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance. Collaborate with clients to develop personalized wealth management plans that align with their objectives. Wealth Planning and Strategy: Conduct in-depth client consultations to identify opportunities and provide expert advice on insurance products and wealth planning solutions. Analyze and evaluate clients' existing financial portfolios and propose suitable strategies to optimize wealth growth and protection. Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice and recommendations. Product Knowledge and Recommendations: Possess comprehensive knowledge of trust, legacy planning, life insurance, health insurance, annuities, and investment-linked products. Assess clients' insurance needs and recommend appropriate coverage to mitigate risks and protect their financial well-being. Advise clients on investment strategies, asset allocation, and diversification to maximize returns while considering risk tolerance. Team Collaboration: Collaborate closely with colleagues, including relationship managers, underwriters, and investment specialists, to deliver holistic wealth planning solutions. Share knowledge, insights, and best practices within the team to enhance overall productivity and client satisfaction
HK$800000 - HK$1200000 per annum
Hong Kong
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Private Trust Manager - Trustee Company
Responsibilities: Manage a portfolio of trusts, ensuring compliance with relevant laws and regulations Provide expert advice to clients on trust structures and related services Develop and maintain strong relationships with clients, understanding their needs and objectives Work closely with other teams, including legal and compliance, to ensure effective delivery of services Prepare and review trust documentation, including trust deeds, resolutions, and other legal documents Monitor and review the performance of underlying assets and investments Identify and manage potential risks associated with the trust structures Keep up-to-date with changes in relevant laws and regulations, and provide guidance to clients and colleagues Be an ambassador for the firm, promoting its services and values to clients and stakeholders Requirements: A degree in law, finance, or a related discipline At least 5 years of experience in trust management or related services Ideally STEP (Society of Trust & Estate Practitioners) qualified. Strong knowledge of Hong Kong trust laws and regulations Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues Strong analytical and problem-solving skills Ability to work independently and as part of a team Fluency in English and Chinese (Cantonese and Mandarin)
HK$50000 - HK$60001 per annum
Hong Kong
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Trust Resident Manager
Our client is seeking an experienced Resident Manager to join their team in Singapore. You will play a key role in the day to day management of the current trust portfolio whilst also a key contributor to the growth of the business. In this role you will be as Resident Manager under Section 13 of the Trust Companies Act & Regulation 9 of the Trust Companies Regulations by the Monetary Authority of Singapore (MAS). Responsibilities: Manage a portfolio of private trust clients in Singapore and North Asia. Acting as the Resident Manager on behalf of the group. Ensuring client satisfaction by way of day to day administration of trust & fiduciary, whilst complying with all relevant policies and procedures and regulatory requirements Business advisory and pitching to prospective clients. Assist in provision, preparation and service level agreements. Work closely with the operations function in providing training where required and other offices in Asia. Requirements: At least 8 years' relevant experience in private trust, corporate services or private banking; ideally in a bank trustee or independent trust company. Previous experience as a Resident Manager and understanding of MAS requirements. Trust & Estate Practitioner (TEP)
S$100000 - S$200001 per annum
Singapore
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Head of Sales - Trust Company
Responsibilities: 1. Sales Strategy and Planning: - Develop and implement the overall sales strategy to achieve revenue goals and maximize market penetration. - Conduct market research and analysis to identify new business opportunities and potential client segments. - Collaborate with senior management to define sales targets, budget, and sales forecasting. 2. Team Leadership and Management: - Lead, inspire, and mentor the sales team, fostering a high-performance culture and individual professional growth. - Set clear sales objectives, provide ongoing coaching, and conduct performance evaluations. - Develop and implement sales training programs to enhance the skills and knowledge of the sales team. 3. Business Development: - Identify and pursue new business opportunities, including partnerships, collaborations, and strategic alliances. - Build and maintain strong relationships with existing and prospective clients, understanding their needs and providing tailored solutions. - Represent the company at industry events, conferences, and networking forums to promote brand awareness and generate leads. 4. Sales Execution and Performance: - Oversee the sales process, from lead generation to contract negotiation and closing deals. - Monitor sales activities, analyze sales data, and provide regular reports to senior management on sales performance, trends, and opportunities. - Develop and implement sales initiatives, promotional campaigns, and pricing strategies to drive revenue growth. 5. Collaboration and Coordination: - Collaborate with internal stakeholders, such as legal, compliance, and operations teams, to ensure seamless execution of client onboarding and ongoing relationship management. - Coordinate with marketing and communications teams to develop effective sales collateral, presentations, and marketing campaigns. Qualifications and Requirements: - Bachelor's degree in Business Administration, Finance, or a related field. A Master's degree is a plus. - Proven experience in a senior sales management role within the trust services industry or a related financial services sector. - Strong understanding of trust products, services, and regulatory requirements in Singapore. - Demonstrated success in driving sales growth, meeting or exceeding targets, and expanding market share. - Excellent leadership and team management skills, with the ability to motivate and inspire a sales team. - Exceptional communication, presentation, and negotiation skills. - Strategic thinker with the ability to develop and execute sales strategies. - Strong business acumen and the ability to identify and capitalize on market opportunities. - Familiarity with CRM systems and sales analytics tools. - Professional certifications such as CFA, CFP, or Trust-related certifications are preferred
S$150000 - S$250001 per annum
Singapore
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Vice President of Capital Markets
Vice President of Capital Markets Responsibilities: Develop and implement a proactive and results-driven capital formation strategy to raise capital from institutional investors, family offices, and high-net-worth individuals. Establish and cultivate investor relationships with investors and their managers, attracting capital for a variety of real estate investment opportunities. Lead the end-to-end fundraising process, including preparing marketing materials, managing due diligence, negotiating terms, and closing investor commitments. Stay abreast of industry trends, market conditions, and regulatory changes that may impact fundraising efforts, adjusting strategies as needed. The focus is on family offices, high-net-worth investors, etc. Vice President of Capital Markets Qualifications: Bachelor's degree in finance, business administration, or a related field. Proven experience in capital formation, fundraising, investor relations, or related roles within the venture capital or private equity industry. Strong working knowledge of investment theory and practice within the family office marketplace - particularly equity investing Demonstrated track record of successfully raising capital and closing deals in a competitive fundraising environment. Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts to diverse audiences. Real Estate Asset Investment knowledge is important
Negotiable
Denver
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Private Bank Assistant Relationship Manager
Qualifications: Experience: Minimum of 8 years of experience in private banking or wealth management, with a proven track record in supporting high-net-worth clients and Relationship Managers. Language Skills: Fluent in written and spoken English and Mandarin is essential. Strong communication skills in both languages to effectively engage with clients from diverse backgrounds. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) are advantageous. Financial Acumen: Solid understanding of investment products, financial markets, and wealth management strategies. Ability to analyze complex financial data and provide accurate recommendations. Relationship Management: Exceptional interpersonal skills with the ability to build and maintain strong client relationships. Proven experience in delivering high-quality client service and managing client expectations. Compliance Knowledge: Familiarity with regulatory and compliance requirements in the private banking industry, including KYC and AML procedures. Analytical and Problem-Solving Skills: Strong analytical skills to assess financial information, identify investment opportunities, and mitigate risks. Ability to think critically and develop innovative solutions to meet client needs. Team Player: Collaborative mindset with the ability to work effectively in a team-oriented environment. Willingness to support senior Relationship Managers and contribute to the overall success of the team. Technology Proficiency: Proficient in MS Office Suite (Word, Excel, PowerPoint) and familiarity with banking software and CRM systems.
Negotiable
Hong Kong
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Head of Corporate Secretary
Responsibilities Your role will encompass a wide range of responsibilities, including but not limited to: Corporate Governance Advisory: Provide expert guidance and advice to our clients on corporate governance matters, ensuring compliance with relevant laws, regulations, and best practices. Advise on the establishment and maintenance of effective corporate governance frameworks, policies, and procedures. Board Support: Assist clients in organizing and coordinating board meetings, including preparing meeting agendas, collating and distributing board papers, and recording accurate minutes. Facilitate effective communication between the Board of Directors and management, ensuring timely dissemination of information and follow-up on action items. Regulatory Compliance: Stay updated on relevant laws, regulations, and industry guidelines to ensure our clients' compliance. Monitor changes in regulatory requirements and advise clients on potential impacts. Prepare and submit timely regulatory filings and disclosures. Company Secretarial Services: Provide comprehensive company secretarial services to our clients, including the maintenance of statutory records, registers, and corporate documentation. Ensure accuracy, completeness, and confidentiality of records. Assist in the formation and registration of companies, as well as the organization of general meetings and extraordinary meetings. Requirements 15 years of company secretarial/corporate services experience. Bachelor's degree in Law, Business Administration, or a related field. Additional qualifications such as a professional certification in corporate governance or company secretarial practice are highly desirable. Extensive experience in a senior corporate secretarial role, with experience in managing high performing teams. Strong knowledge of corporate governance principles, regulatory requirements, and relevant laws in Singapore.
Negotiable
Singapore
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Trust Resident Manager
Our client is seeking an experienced Resident Manager to join their team in Singapore. You will play a key role in the day to day management of the current trust portfolio whilst also a key contributor to the growth of the business. In this role you will be as Resident Manager under Section 13 of the Trust Companies Act & Regulation 9 of the Trust Companies Regulations by the Monetary Authority of Singapore (MAS). Responsibilities: Manage a portfolio of private trust clients in Singapore and North Asia. Acting as the Resident Manager on behalf of the group. Ensuring client satisfaction by way of day to day administration of trust & fiduciary, whilst complying with all relevant policies and procedures and regulatory requirements Business advisory and pitching to prospective clients. Assist in provision, preparation and service level agreements. Work closely with the operations function in providing training where required and other offices in Asia. Requirements: At least 8 years' relevant experience in private trust, corporate services or private banking; ideally in a bank trustee or independent trust company. Previous experience as a Resident Manager and understanding of MAS requirements. Trust & Estate Practitioner (TEP)
S$100000 - S$200001 per annum
Singapore
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