We are a SFC licensed multi-family office, committed to providing tailored family office solution for ultra-high net worth individuals. We collaborate with private banks, securities firms, trustees and financial institutions around the world. We aim to build a one-stop financial and service integration platform for clients and bankers.

Responsibilities:

- Establish and maintain good business relationships with the clients and assist with their inquiries in a professional manner

- Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients.

- Ensure KYC compliance and exercise Customer Due Diligence when opening new accounts or monitoring existing customers

- Act as escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments

- Perform ad hoc assignments/duties as assigned

Requirements:

- Bachelor or above (In Finance, Accounting, Economics related disciplines will be an advantage)

- 1 year of relevant experience in banking or financial services industry. Fresh graduate will also be considered

- Familiar with private bank account opening, KYC write-up, and procedures.

- Strong knowledge of banking products, services, and regulations.

- Holder of SFC license RA1, RA4 and RA9 or equivalent is a plus

- Fluency in both written and spoken English and Chinese, including Mandarin

- Good technical skills in using MS Office

- Excellent interpersonal, communication and client interfacing skills

- Meticulous, strong attention to details

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.