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Product Manager (Loans and Deposits)

by Varsha Mankani in Banking & Financial Services    3rd Dec, 2019    Negotiable

Product Manager- Loans and Deposits. Our client is a well-established financial services company and we are now looking for a Product Manager- Loans and Deposits.

  • Formulate a concrete product business plan in order to achieve business goals.
  • Manage commercial products such as loans, deposits, treasury products.   
  • Liaise with front office of the commercial banking division 
  • Develop key products initiatives and strategies
  • Work with other internal departments and business units in order to ensure policies meet compliance requirements.
  • Participate in the product launch process
  • Deliver presentations to other departments
  • Participate in ad hoc tasks as and when assigned.

Data Analyst- Commercial Banking (SQL + data analytical tools exposure are ...

by Varsha Mankani in Banking & Financial Services    3rd Dec, 2019    Negotiable

Our client is a well-established firm in the banking industry and we are now seeking a Data Analyst- Banking.

  • Data analysis
  • Designing data structures
  • Support the data cleansing initiatives.
  • Planning for data migration
  • Ad hoc projects at pre and post implementation stage
  • Data management
  • Data quality issue management
  • Handling ad hoc tasks as and when assigned by the Manager.

Manager - Data Quality (ETL, BI, Data analytical tools exp preferred)

by Varsha Mankani in Banking & Financial Services    3rd Dec, 2019    Negotiable

Well established banking and financial services group.

  • Develop and execute data quality management procedures and guidelines
  • Coordinate with users regarding data cleansing exercises
  • Analyse users and system requirements and develop rules and structure for data quality management.
  • Conduct presentations to business users from time to time.
  • Participate in ad hoc tasks by cooperating with IT projects teams.

Finance/ Accounting Manager- FRR- Fluent Mandarin reqd

by Varsha Mankani in Banking & Financial Services    26th Nov, 2019    HKD 1k - HKD 50k

Our client is an established company in the financial services industry.

  • Manage the overall accounting and financial management of the “financial services” business segment of the company.
  • Handle the accounting and finance functions of the HK business.
  • Liaise with the SZ office and PRC counterparts regarding the day to day accounting operations
  • Prepare management reports, including budgeting and forecasting.
  • Handle the tax filing procedures
  • Participate in ad hoc tasks as and when assigned.

AML Compliance Manager (Senior VP/ VP)

by Lu Yim in Banking & Financial Services    26th Nov, 2019    HKD 60k - HKD 120k

Our client is a reputable banking group and looking for high calibre candidate to join their team.

·         Responsible for handling anti-money laundering (“AML”) and counter-terrorist financing (“CFT”) compliance issue

·         Provide country feedbacks to any revisions on Group AML / CFT standards, including but not limit to customer due diligence, correspondent banking and economic sanctions, and assist business units, support units and own team to fully comply with latest requirements and standards

·          Assess impact of regulatory changes and advise on updates to compliance policies whenever required

·         To provide AML advisory support

·         To review and comment on the Bank's manuals, policies and guidelines

·         To develop and conduct internal AML compliance training sessions

Business Analysis Manager

by Lu Yim in Banking & Financial Services    25th Nov, 2019    HKD 49k - HKD 107k

Our client is a well-established bank and urgently looking for a high calibre candidate to join their team.

Responsible for Core Banking Project Team.
Skillset in driving, coordinating and supporting business units across a variety of business analytics activities, including requirements definition, business process/workflow changes, solution design and recommendations, project planning, risk management, UAT, conversion verification, user training and more. 

 Project experience in at least one of the following :
- Loan systems 
- General Ledger systems
- Deposit System 
- Teller system, retailer banking system, branch system
- Remittance and payment systems

Emerging Markets Sovereign Credit Analyst

by Lu Yim in Banking & Financial Services    14th Nov, 2019    HKD 50k - HKD 100k

Credit Analyst - VP

Our client is a leading financial services company and now looking for high calibre to join their Fixed Income Division.

  • Work with portfolio managers to develop and maintain emerging markets sovereign credit portfolio 
  • Good knowledge in execute and manage emerging markets sovereign within the credit trade service
  • perform sovereign credit analysis and the related value assessment for the Global EM countries

Customer Relationship Manager

by Lu Yim in Banking & Financial Services    11th Nov, 2019    HKD 45k - HKD 80k

Our client, a leading bank is now urgently looking for high calibre candidate to join their team.

  • Building and maintaining relationships with clients and key personnel within customer companies.
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Alerting the sales team to opportunities for further sales within key clients.
  • Letting customers know about other products the company offers.
  • Attending meetings with clients to build relationships with existing accounts.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.

Relationship Manager, Private Banking

by Lu Yim in Banking & Financial Services    8th Nov, 2019    HKD 45k - HKD 90k

Relationship Manager, Private Banking

Our client, a leading bank is now urgently looking for high calibre candidate to join their team.

  • Responsible for identifying, originating and developing client relationships within the high net worth segment, with individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite.
  • Provide banking services and execute transactions for clients on a timely and effective manner.
  • Monitor clients’ portfolio and provide timely update to clients as appropriate.
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details.
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects.
  • Perform tasks in accordance with regulatory and compliance requirements.

Team Administration Assistant- MNC Financial Services - (small team size)- ...

by Varsha Mankani in Banking & Financial Services    24th Oct, 2019    Negotiable

Our client is a well-established financial services company and we are now seeking a Team Assistant who will support a small team of Relationship Managers

  • Degree holder preferred
  • Substantial experience in providing secretarial/ administrative support preferably in a small team environment.
  • Experience in supporting Sales, Marketing, RM team would be preferred
  • Experience in financial services industry is highly preferred.
  • Flexible personality, hands on, strong team player
  • Dedicated and able to work in a fast-paced and deadline driven environment.
  • MS Office proficient.
  • Language skills: fluent in English and business conversational Mandarin. Cantonese highly preferred.

Administration Assistant

by Varsha Mankani in Banking & Financial Services    24th Oct, 2019    Negotiable

Our client is a well-established financial services firm and we are now seeking a competent, fast-paced and energetic Administrative Assistant.

  • Scheduling meetings
  • Travel arrangements
  • Calendar management and booking of meeting rooms
  • Expense reports
  • Answering incoming calls for designated team members
  • e-filing
  • Correspondence management
  • Ad-hoc projects and tasks as assigned.

Accounting Manager- FRR

by Varsha Mankani in Banking & Financial Services    21st Oct, 2019    Negotiable

Our client is a small to medium sized securities brokerage firm with a presence across the APAC regions. We are now seeking a hands-on and dedicated Accounting Manager as follows.

  • Handle accounting duties such as full set, balance sheets, FRR.
  • Prepare cash flow statements, including forecasts, projections and budgets         
  • Prepare monthly, quarterly and year-end reports in a timely manner. 
  • Ensure accounting and finance procedures are in compliance with the latest regulations.
  • Handle tax filing.
  • Liaise with external parties such as banks, auditors etc.
  • Participate in ad-hoc projects

Relocation Coordinator- Urgent- candidates with client services/ customer s...

by Varsha Mankani in Banking & Financial Services    9th Oct, 2019    Negotiable

Our client is a well-established relocation services provider and an opportunity arises to be based onsite with a global fortune 500 firm.

  • Handle enquiries from transferring employees regarding immigration, relocation, mobility from one country to another etc.
  • Liaising with internal business heads
  • Interacting and coordinating with external vendors
  • Prepare cost estimates and reports 
  • Assist in document verification and data validation.
  • Upload relevant information, documents and data onto the system in an organized and timely manner.   
  • Liaise with internal colleagues based in overseas offices.    
  • Participate in ad hoc tasks as assigned

Customer Service Executive

by Varsha Mankani in Banking & Financial Services    20th Sep, 2019    HKD 1k - HKD 1k

A well established financial advisory firm with operations in HK and Singapore. Job Highlights • Fresh graduates are welcome • Involve in supporting new business and on-going client services

  • Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
  • Maintaining relationships with clients and partners
  • Handling enquiries from clients and partners
  • Continuous follow-up such as client reminders, regular review, etc.
  • Familiarizing with product information and relevant materials
  • Liaising with Insurance companies on clients’ issue
  • Facilitating other ad-hoc assignments

Compliance Officer

by Varsha Mankani in Banking & Financial Services    20th Sep, 2019    Negotiable

A well established financial services company. Job Highlights Involve in compliance monitoring and investigation Involve in handling business compliance, licensing compliance with regulators

  • Carry out regular compliance checks with recommendations          
  • Prepare and update compliance policies and procedures with latest regulatory requirements 
  • Review policies and procedures prepared by other departments and provide input to ensure compliance with applicable legal and regulatory requirements 
  • Assist in performing ad-hoc projects

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