Investment Dealing & Servicing Analyst - Private Wealth(HNW) (HK SI 1,7,8 required) | Hong Kong, HK | Hybrid

Job Description

Our client is a stable and well-established private bank in Hong Kong. They are currently looking for an Investment Dealing & Servicing Analyst (No shift required) to expand their Operations capacity in Hong Kong. Excellent in oral and written communication skills in English is required. Responsibilities • Working along with Private Banking Relationship Manager & Investment Product Specialist to perform investor suitability assessment and process investment trade orders in accordance with with the regulatory requirements • Manage & update the execution desk’s record to maintain an accurate record of client’s investment orders including fixed income, credit securities & equities • Maintain trade book, product inventory and database accuracy • Keep abreast with the global financial market and work together with Investment Councilor/ Relationship Manager to update client on relevant market updates • Forward investment dealing documents to operation department for processing before cut-off time and follow up on any trade discrepancies • Collaborate with treasury functions on client’s securities funding instructions • Support efficiency enhancement projects such as process automation • Coordinate with the team to provide MIS reports to management as required • Work as a team to ensure all trading activities are performed in accordance with the bank’s policies, approved limited and regulatory requirements Show More