ARM, European Private Bank

Morgan McKinley Hong Kong

Posted 1 month ago Permanent Competitive

Core Responsibilities

Client Onboarding & Compliance: Manage end-to-end client onboarding, execute Know Your Customer (KYC) protocols, and perform periodic Anti-Money Laundering (AML) reviews.
Portfolio Administration: Handle daily transactional processing, including payments, securities transfers, cash settlements, corporate actions, and margin call tracking.
Investment Support: Partner with Investment Advisers to prepare tailored marketing pitch decks, portfolio review packages, and investment proposals.
Data & Systems Management: Maintain precise and compliant client profile records within internal private banking platforms.

Candidate Qualifications & Requirements

Education & Certifications: Bachelor's degree in Finance, Business, or a related discipline. Relevant regional private banking certifications and local regulatory licenses are strongly preferred.
Technical Skills: Hands-on experience with core wealth management banking platforms and structured portfolio administration tools.
Soft & Language Skills: Professional fluency in the primary languages aligned with the target regional coverage desk.

Job ID JN -092026-2008832

ABOUT COMPANY

Morgan McKinley - Hong Kong

Hong Kong

48 Employees HR & Recruitment

Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...

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