Account Assistant jobs in United States

Job type

Permanent

Full-time

• Package route to market executable ideas with inputs from 1) Research 2) Industry Intelligence and ground feedback, and 3) current books
• Drive Investment themes and product focus, giving color and depth to the investment books. Provide frontline with actionable focus to maneuver the markets, the support from Research
• Provide solutions for client’s FX requests
• Educate Client Advisors and team members on FX
• Be a recognized authority within the Bank in FX

• Set up access to full range of FX offerings
• Manage relationships with major counterparties and key market players
• Ensure full compliance with regulatory requirements and CTBC product development and management policies
• Ensure end to end platform readiness and robustness for product sale
• Manage internal relationships with key enablement partners and stakeholders
• Ensure all products are reflected correctly in the Bank’s books
• Support development of MIS and post transaction reporting to ensure regulatory compliance and support investment and product performance monitoring
• Work with team members to ensure adequate coverage at all times
• Provide Investment Consultants and RMs with trading ideas, market information and sales tools
• Provide input on FX for internal and external publications
• Develop marketing materials
• Making timely actionable calls in relation to market and books, to help frontline manage clients
• Detailed knowledge of FX analysis and markets
• Experience in FX sales, advisory and managing FI platforms
• End to end knowledge of product cycle
• Understanding of Financial Markets and key investment concepts
• Understanding of portfolio construction and Risk Management concepts
• Legal & Regulatory knowledge
• Appropriate qualifications to advise/sell products
• Presentational and communication skills, good command in both English and Chinese as role require to liaise with Chinese speaking stakeholders

• Package route to market executable ideas with inputs from 1) Research 2) Industry Intelligence and ground feedback, and 3) current books.
• Oversee the timely and accurate filing of direct and indirect tax returns, supported by external tax advisors.
• The objective is to drive productivity, organisational effectiveness and act as an advisor to business units on manpower planning related matters.
• Have indepth knowledge Propel platform from an advisor-user perspective and understand the features and functions of all the modules in Propel platform.
• Have min 25+ years of finance exp including FP&A and strategic finance experience with operator partner experience.
• You’ll build strong relationships with senior client stakeholders, serving as a trusted advisor on how technologies like AI, IoT, or AR can unlock value and…
• Serve as a trusted advisor and expert to the Partners on market trends/opportunities and how they can collaborate with HPE to drive differentiation and jointly…
• Be a trusted advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
• As a Cloud FinOps Lead, you are responsible for developing and implementing a comprehensive framework for cloud cost management.
• Research various legal matters relevant to the family office, including estate planning, trust administration, tax laws, real estate transactions, and…
• Partner with different business teams across the GCIB APAC region across both 1LOD and 2LOD to become a trusted advisor, able to identify current and emerging…
• Act as a trusted advisor, providing insights and guidance on industry best practices and trends related to core banking business processes.
• Proactively cultivate and sustain strong, long-term relationships with key client decision-makers, acting as a trusted advisor to understand their unique needs…
• Act as a trusted advisor, understanding client needs, and delivering tailored solutions to enhance customer satisfaction and loyalty.
• Schedule: 3 Days Per Week | 9:00 AM – 2:00 PM (Subjected to PH Adjustments).
• Live Simulations & Role Plays – Build confidence handling client conversations.