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

IGNITE RECRUITMENT HONG KONG LIMITED

Hong Kong, HK

On-siteCareer-pivot friendly

Why this role

Pace

Steady

Collaboration

High

Autonomy

Medium

Decision Impact

Team

Role Level

Individual Contributor

Career Pivot Friendly

Welcomes transferable skills

What success looks like

manage client investment orders
update trade book

Typical background

1-3 years banking experienceHKSI certification

Transferable backgrounds

Skills & requirements

Required

investment dealingtrade processingclient communicationdatabase management

Preferred

process automationMIS reporting

Stack & domain

Investment dealingExecutionFixed incomeCredit securitiesEquitiesCommunicationCustomer serviceHksi paper 1,7,8Private wealthInvestment services

About the role

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…

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