Group Crédit Agricole
29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Outline of the position:
Support a frontline team of Relationship Managers (RM) by providing advice to clients, interact with RM’s and clients alike in order to review portfolio’s, execute clients orders, make portfolio proposals;
Ensure compliance with both internal and external requisite compliance requirements and conduct the business in a professional manner;
Meet the requirements in order to become and remain licensed for Type 1, 4 and 9 regulated activity under the Securities and Futures Ordinance (“SFO”) within the geographic coverage, Hong Kong.
Key Responsibilities
Investment counseling - Support acquisition of AUM/Increase revenues at IWM HK:
Get familiar with IWM investment methodology for security selection/asset allocation
Educate Relationship Managers (“RM”) and IWM colleagues on the full breadth of MIS products. Conduct ad-hoc internal training.
Provide RM’s and Clients with MIS capabilities presentations and performance updates
Perform portfolio reviews with RM’s...
avr. 21, 2021
CDI
Outline of the position:
Support a frontline team of Relationship Managers (RM) by providing advice to clients, interact with RM’s and clients alike in order to review portfolio’s, execute clients orders, make portfolio proposals;
Ensure compliance with both internal and external requisite compliance requirements and conduct the business in a professional manner;
Meet the requirements in order to become and remain licensed for Type 1, 4 and 9 regulated activity under the Securities and Futures Ordinance (“SFO”) within the geographic coverage, Hong Kong.
Key Responsibilities
Investment counseling - Support acquisition of AUM/Increase revenues at IWM HK:
Get familiar with IWM investment methodology for security selection/asset allocation
Educate Relationship Managers (“RM”) and IWM colleagues on the full breadth of MIS products. Conduct ad-hoc internal training.
Provide RM’s and Clients with MIS capabilities presentations and performance updates
Perform portfolio reviews with RM’s...
Group Crédit Agricole
29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Responsible for the control and management of risks related to Private Banking (PB) activities in Hong Kong:
- Analyze credit and risk of counterparties / customers or prospects, and of plans presented by Relationship managers. Actively participate in Credit Committees (issuance of risk evaluations) and drafting of minutes.
- Ensure the monitoring, management and control of PB commitments, in respect of strategies, limits and procedures duly authorized by CAS and CA-CIB / CASA.
- Notify Risk and PB Management in case of non compliance with strategies and limits; or in case of quality deterioration of a counterparty or plan.
- Take decisions within framework of delegated authority.
- Maintain regular contacts with Risk colleagues, other Functional departments and Business lines, at local level and with regional and head-office.
- Implement PB Risk strategy, and permanent control for the business line
- Monitor and manage risk portfolio in Hong Kong
avr. 20, 2021
CDI
Responsible for the control and management of risks related to Private Banking (PB) activities in Hong Kong:
- Analyze credit and risk of counterparties / customers or prospects, and of plans presented by Relationship managers. Actively participate in Credit Committees (issuance of risk evaluations) and drafting of minutes.
- Ensure the monitoring, management and control of PB commitments, in respect of strategies, limits and procedures duly authorized by CAS and CA-CIB / CASA.
- Notify Risk and PB Management in case of non compliance with strategies and limits; or in case of quality deterioration of a counterparty or plan.
- Take decisions within framework of delegated authority.
- Maintain regular contacts with Risk colleagues, other Functional departments and Business lines, at local level and with regional and head-office.
- Implement PB Risk strategy, and permanent control for the business line
- Monitor and manage risk portfolio in Hong Kong
Group Crédit Agricole
29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
avr. 15, 2021
CDI
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
