Operation Manager (Private Banking)

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. KPMG Executive Search and Recruitment is a business unit of KPMG China and is one of the few recruitment consultancy firms in Hong Kong that is part of a large professional organisation. We work alongside a group of professionals and advisors who provide us with a high level of insights and awareness about a wide range of businesses and professions. We support the clients and aim to provide a pleasant working experience for the clients and candidates.

Our client is a well-established Chinese corporate bank.

• Working along with Private Banking team for account openings
• Perform daily investor suitability assessment and transaction data input and filing
• Maintain trade book, product inventory and database accuracy
• Prepare full trading documents for regular compliance checking
• Collaborate with internal stakeholders to monitor client portfolio performance and handle client relationships

• Degree or above in Finance or Business-related discipline
• At least 4-year experience of Banking background in operation, account opening and trade monitoring
• Excellent in oral and written communication skills in English
• Good customer services experience
• Possessing or pursuing investment related qualifications (i.e. CFA, CAIA, CIIA, etc)would be an advantage

For information and application, please contact us at executive.recruitment.hk@kpmg.com. By submitting your application and communication with us, you agree to receive communications from us and accept our Personal Information Collection Statement (PICS) in the following link: