Hong Kong
Posted 1 month ago
  • 1-Year Renewable Contract with Top Swiss Private Bank
  • Investment Suitability & Risk Focus
  • Discretionary Portfolio Management Exposure


Our client is an Swiss Private Bank with a strong presence in Asia. They are currently looking for a young and energetic Investment Risk officer to join their Investment & Risk Control team in Hong Kong.


Reporting to the Department Head, your main responsibility is to support the monitoring of pre and post-trade suitability of discretionary portfolio management, and you will be involved in the compliance with risk disclosures, working closely with the Front Office to make sure the sales process and clients’ disclosures in accordance with internal policies and procedures. Also, you will be supporting the investigations in internal or external complaints regarding the investment risk.


To qualify for this position, you should have University Degree in Finance, Business or any related discipline with at least 3 years of experience in investment suitability within Private banking. You should have good understanding of investment suitability and data analytics. Candidates with strong command of VBA Macro programming languages will be highly preferred. And you must have strong communication skills in English, Cantonese/Mandarin or any Asia Language (Japanese) will be advantage.



To apply for this job

Contact: Chloe Miao quoting job ref: VSA-1418




Job Features

Job CategoryPrivate Banking / Wealth Management, Risk Management

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